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What do the different quote statuses indicate?

  • Draft: The quote is still being edited.
  • Sent: The quote has been emailed to the client.
  • Approved: The client has accepted the quote.
  • Late: A red “Late” indicator appears next to draft quotes that have passed their intended completion date.
  • Refused, Invoiceable, Closed: Other workflow states for tracking business progress.
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