Smart Quote and Project statuses
This is an old version of the article. Please check the actual versions in our new Product overview documentation: (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)
- 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
Customer support service by UserEcho