Reference this resource for the meaning of each Quote status seen by your Customers and Internal Team members.
Primary Audience: Salesperson
This article will break down the definitions of each Quote status seen in the Team Hub and Customer Portal. There are a few differences between the terms internal users see in the Team Hub, and the terms your customers see in the Customer Portal.
There are two types of Quotes configurations that can be set up for your organization’s Platform that impact Quote status: Quote Approvals and Quote Ordering/Accepting. These configurations also impact some of the Quote terminology seen in the Team Hub. Please note that user experience may vary from these options if a custom configuration has been built for your organization.
Please reach out to your Partnership Manager if you have any questions on each configuration and which one is the best fit for your organization.
Quote statuses seen by your internal users in the Team Hub are outlined in the table below:
Quote statuses seen by your customers in the Customer Portal are defined in the table below:
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.