When creating quotations, it's important to keep the status up to date using the Configure tab within the quotation builder.
You can define whether or not the quotation is the dominant one within the opportunity with the star icon ⭐ at the top right hand corner of the quotation builder.
There are also several points during the sales lifecycle where quotation status is updated automatically:
1. When a quotation is sent to a user via e-mail task
An option to email the quotation to the customer is presented during the production process. Upon clicking this and entering onto the Email Quotation screen, the quotation status will be updated to Quoted by default.
If a user decides to download the quotation manually and send outside of The Layer, the quotation status must be updated manually by the user using the Configure button on the quotation builder.
2. When a quotation is signed by a customer
Upon receiving an online signature, the quotation status automatically changes to Won and will be visible in the Quotations Pending Conversion stack or automatically processed, depending on your company's configuration settings.
Workflow can also be applied to quotations in order to change status. This can be arranged upon request by contacting our technical services team.