How to change status of a Quote

How to change status of a Quote


How to change status of a Quote

This guide provides a process for changing the status of a quote, ensuring users can efficiently manage their workflow. By following the steps outlined, users can easily navigate the system and update quote statuses from "In Review" to "Approved." This is essential for maintaining accurate records and facilitating timely approvals in business operations. 


  1. Login to Solatech

  1. Click on the Quote number on the Dashboard, or click "Quotes" or "Customers" to look up the Customer quote

  1. Option 1: Click "Status" dropdown

  1. Click the appropriate "Status"

  1. Option 2: Click the "Workflow" banner

  1. Click the appropriate status

  1. Option 3! Click "Timeline" tab under Workflow to view the history of status changes

  1. Example of timeline view


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