Managing Quotes: Publish, Send, Approve, Decline, and Revise

Learn how to publish and send a quote, then record your client's approval or decline — including how to revise a quote after a decline.

• Publishing and Sending a Quote

• Approving a quote

• Declining a quote

• Revise

• Where to go next 

Once you're happy with your document, select Save & Create Quote. This locks your Baseline so it can't be changed while the quote is out with your client.

You can still view the Baseline and quote while it's locked, but editing is disabled until the quote is revised or the Opportunity is closed.

Select Send to move the quote to Sent status.

Your client's quote is now on its way. Once you hear back, you'll record their decision on the quote page.

This marks the Opportunity as Won.

1. Open the quote page.

2. Select Decline.

3. Add a reason for the decline.

Revise

Your Baseline unlocks, the quote returns to Draft, and your original version is preserved so you can create an updated one. 

Where to go next 

• Quote Builder: Overview
• Quote Status Reference, History, Versions, and Expiry

Opportunities & Quote Designer are available as a paid add-on module. To enable it for your team or discuss pricing, reach out to your Account Manager.