Before you start
You need access to Quotes. Have the customer name or quote reference, and check the actual customer response before changing a state.
Follow these steps
- Search the quote list and use its status filter.
- Use the expired, expiring or approval attention choices where relevant.
- Open the quote and read its dates and approval state.
- Use Mark Accepted only for an actual acceptance, or Mark Rejected with the customer reason when appropriate.
- Review the resulting state before choosing the next action.
Check the result
The record reflects the documented decision or stays available for follow-up. Approval and customer acceptance are separate checks.
If you get stuck
If an action is locked, review permission and approval requirements. Clear list filters if a known quotation is missing.
One thing to remember
Status changes do not automatically send a follow-up message. An AI draft can help with wording, but you must review and send it through your chosen channel.
Keep going
Still need a hand?
Tell us what you tried, what you expected and what happened. Keep passwords, API keys and private customer information out of your message.
Open a support ticket. Visitors without a workspace can contact us.
Still stuck?
Before contacting support:
- Confirm the workspace, record number, date range and status.
- Check your role permissions and the source document.
- Refresh once and search for the record before repeating a submission.
- Check the relevant guide for the next action; do not force a match, posting or approval.
If you still need help, include the page address, exact message, time, expected result and checks already completed. Never send passwords, API keys, payment-card details or provider secrets.