Quote statuses help your team and customers track where a quote is in the sales process. This article explains the meaning of each quote status displayed in the Team Hub and Customer Portal.
Primary Audience: Salespeople, Managers, and Admins
Your organization's quote workflow may include:
- Quote Approvals – Quotes require manager approval before they can be sent to customers.
- Quote Ordering – Customers can place orders directly from approved quotes.
These settings determine which statuses are available in the Team Hub and Customer Portal.
Please reach out to your Partnership Sales 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:
Status |
Description |
| Draft | A Salesperson has started a Quote, but has not yet sent it to a Customer (Salesperson clicked "Save and continue later"). |
| Pending | (If Quote Approvals configuration is enabled) The Quote will be in "Pending" status while waiting for a manager to view and approve the Quote. |
| Approved | (If Quote Approvals configuration is enabled) The quote has been reviewed and approved by a manager and is ready to be shared with the customer. |
| Sent | The quote has been shared with the customer and is awaiting action. |
| Accepted | (When Quote Ordering is NOT enabled) A Customer has accepted a Quote they received. |
| Ordered | (If Order from a Quote is enabled) A Customer placed an Order from a Quote the Salesperson sent. |
| Declined | An internal user declines a customer's Quote Request instead of creating a quote. |
| Expired | A Customer does not take action on the Quote prior to the Quote expiration date. |
| Not Quoted | A customer requested a quote, but no quote was created or shared before the request expired. |
Quote statuses seen by your customers in the Customer Portal are defined in the table below:
Status |
Description |
| Requested | A Customer has requested a Quote, and is waiting for a Salesperson to receive and take action on the Quote Request. |
| Not Quoted | A customer requested a quote, but no quote was created or shared before the request expired. |
| Quoted | A quote has been shared with the customer and is available for review. |
| Ordered | A Customer has Accepted the Quote and Ordered the products. |
| Accepted | (If Order from a Quote is NOT enabled) Quotes can be Accepted by the Customer. |
| Expired | A Customer did not take action on a Quote from a Salesperson within the specified timeframe. |
Helpful Tips
Typical quote progression:
Draft → Pending → Approved → Sent → Accepted/Ordered
Alternative outcomes:
- Declined
- Expired
- Not Quoted
If a quote remains in Pending status, contact a manager with quote approval permissions.
The default expiration for Quotes is 30 days. The expiration date is configurable.
Note: Some statuses may not appear in your environment depending on your organization's quote configuration.
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.