Quote workflow

Define the lifecycle a quote moves through.

A quote workflow defines the statuses and approval steps a quote passes through, from Draft Quote to approved and sent.

Working with workflow

Open the Workflows area under quote management.
Define the stages/statuses and any approval steps tied to them.
As a quote progresses, its Current Status updates and approvals fire where configured.

Filter quotes by status (All Status / Draft / Pending Approvals / Approved / Expired) to manage the pipeline.