Field

Description

Description

Enter the text description of the status assigned to a quote through the Status field within the Quote tab (up to 128 characters). The status describes the state in which the quote is in as it relates to processing. 

The following are the standard, provided Status values available to your company:

Accepted

Copy

Pending

Rejected

Status of “Accepted” and “Copy” are required by MoversSuite and cannot be deleted.

Status of “Accepted” allows quotes to show as available within Revenue Import.

“Pending” is the default status set for all newly created quotes, except for duplicated quotes which have a status of “Copy.”