+1
Under review

Quote accepted by client then cancelled...

Thierry ABAQUE 1 year ago in Home Portal / Classic Projects updated by Maciej (XTRF Senior Deployment & Training Specialist) 11 months ago 1

Sometimes, clients know what they want, make a decision, then think over and cancel their decision...

So when a quote gets the status "Accepted by Client", how can we go back to "sent" then go to "rejected" status?

We couldn't find an easy way, except deleting the quote, changing quote numbering scheme, creating the quote again, reject it and above all, don't forget to chang the quote numbering scheme to initial number...

Answer

Answer
Under review

It seems like the problem is keeping the numbers in order, not how to handle a quote, which the client had a second thought on. If they do, the only way out of 'Accepted by Client' is in fact deleting the Quote. 

There isn't any better solution, I am afraid.  Numbering schemes will have gaps, eventually, unless you can handle them manually, which you prove to be able to.

By the way, we have recently added an additional stage for the client to confirm their decision. It is no longer just the link in the email, but also a simple confirmation page, so that perhaps it's going to give them a chance to make sure what they want. 

Answer
Under review

It seems like the problem is keeping the numbers in order, not how to handle a quote, which the client had a second thought on. If they do, the only way out of 'Accepted by Client' is in fact deleting the Quote. 

There isn't any better solution, I am afraid.  Numbering schemes will have gaps, eventually, unless you can handle them manually, which you prove to be able to.

By the way, we have recently added an additional stage for the client to confirm their decision. It is no longer just the link in the email, but also a simple confirmation page, so that perhaps it's going to give them a chance to make sure what they want.