Managing Quotation Status

Track quotation requests through your sales pipeline with status, priority, and follow-up dates.

Quotation Statuses

Status	Meaning	Next Action
New	Just received	Review and make initial contact
Contacted	Initial contact made	Gather more details, schedule site visit
Quoted	Quotation sent	Wait for response, follow up if needed
Won	Customer accepted	Begin project work
Lost	Customer declined	Archive or note reason

Updating Status

1. Open the quotation submission

2. Find the Status field

3. Select the appropriate status

4. Click Save

Setting Priority

Prioritize quotation requests based on urgency or value:

Priority	When to Use
Low	Small projects, flexible timeline
Normal	Standard requests
High	Large projects, urgent timelines
Urgent	Time-sensitive or VIP customers

Assigning to Team Members

If your team shares quotation handling:

1. Open the quotation submission

2. Find the Assigned To field

3. Select the team member responsible

4. Click Save

Setting Follow-up Dates

Never forget to follow up:

1. Open the quotation submission

2. Find the Follow-up Date field

3. Select a date for your next action

4. Click Save

Use follow-up dates to:

• Remind yourself to check in after sending a quote

• Schedule site visit confirmations

• Track waiting periods before next contact

Quotation management fields

Recommended Workflow

New → Contacted → Quoted → Won/Lost

1. New - Review the request, gather your team's availability

2. Contacted - Call or email the customer, gather more details

3. Quoted - Send your quotation, set a follow-up date

4. Won - Great! Start the project

5. Lost - Note the reason, archive for future reference

Tips

• Update status after each interaction - Keep records accurate

• Use follow-up dates religiously - They prevent opportunities from slipping away

• Note why quotes are lost - Helps improve future quotes

• Prioritize realistically - Not everything can be urgent