Smart Quote and Project statuses

This is an old version of the article. Please check the actual versions in our new Knowledge Base: (1)quote statuses, (2)project statuses, and (3)job statuses.

Quote

Quote statuses and possible actions from the status menu:

• Requested 
  • Approve quote
  • Mark as Pending
  • Reject Quote
• Pending 
  • Approve Quote
  • Reject Quote
  • Send Quote to Client
• Sent 
  • Approve Quote
  • Reject Quote
• Split
  • no valid Smart Project status (only used in Classic Projects)
• Approved by Client
  • Approve Quote
• Approved 
  • no status change is possible
• Rejected 
  • Reopen Quote

Project

Project statuses and possible actions from the status menu:

• Requested 
  • Mark as Open
  • Cancel Project
• Open 
  • Cancel Project
• Canceled
  • no status change is possible
• Closed 
  • no status change is possible
• Complaint 
  • no valid Smart Project status (only used in Classic Projects)

Job

Job statuses:

• Open
  • Mark as Accepted
  • Cancel Job
• Offers Sent / Requested
  • no valid Smart Project status (only used in Classic Projects)
    
• Accepted (Invoiced)
  • Start Job
  • Revert to Open
  • Accept Job
• Started 
  • Mark as Ready
  • Mark as Accepted
  • Cancel Job
• Ready
  • Revert to Started
• Canceled
  • Revert to Open