Manage offers

Use Status to manage your offers.

Update quote status

• Click on Documents in the navigation bar.
• Select the Offers option from the menu.
• The All offers list is displayed.
• In the Status column, you can see at a glance which offers are open, expired, on hold or lost.
• To update the list, click on Update Status in the action bar.

All offers that previously had the status Open but have since expired will be set to the status Expired.

Change quote validity

• Click on Documents in the navigation bar.
• Select the Offers option from the menu.
• The list All offers is displayed.
• Click on the offer you want to change.
• The offer card opens.

• Enter the new expiration date of the offer in the Offer valid until field.

• Close the offer card to return to the All offers list.

You have changed the validity of the offer.

Specify reasons for lost quotes

• Click on Documents in the navigation bar.
• Select the Offers option from the menu.
• The All offers list is displayed.
• Click on the lost offer for which you would like to enter a reason.
• Enter the reason why the offer was lost in the field Reason for lost offer.

• Close the offer card to return to the All offers list.