Track quotes and mark them accepted or declined
See every quote with its customer, lines and total, and record the customer's answer.
Where to find it
Campaigns › Revenue › Quotes
Open this screen
Steps
- Open Campaigns › Revenue on the “Quotes” tab.
- Read each quote's number, customer, lines, total (with any discount), status and date.
- For a draft or sent quote, press “Accepted” or “Declined”.
- An accepted quote moves its deal to Won and sets the deal value to the quote total.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Accepted / Declined | Shown only on draft or sent quotes. | — |
Troubleshooting
The tab says “No quotes yet.”
No quotes are recorded for your organisation. This page lists quotes; it does not create them.
Tips
- Marking a quote accepted moves the deal to won and sets its value in one step.
Good to know
- The 100 most recent quotes are shown.