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  • How do I save my changes while in Edit Mode?
  • Can I see a preview of the quote while editing it?
  • What information is stored in the "Client details" section of a quote?
  • How can I visually identify a refused quote?
  • How do I "Refuse" a quote if a client does not want to proceed?
  • What happens after I confirm a duplication?
  • Why would I use the Duplicate feature?
  • Can I delete multiple quotes at once?
  • What actions can I perform on a quote from the main list?
  • How do I create a new quote from scratch?
  • See more

How do I approve a quote?

Jonathan Pauwels
January 23, 2026 10:35

 In View Mode, click the arrow next to the primary action button and select “Approve quote.” A confirmation pop-up will appear to finalize the status change.

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