The Quoter Quote Statuses associated with Quoter's Status Feature are as follows:

  • Pending
  • Accepted
  • Ordered
  • Fulfilled

Pending
All new Quotes in Quoter will have a Quote Status of Pending.

Accepted
If Electronic Acceptance has been enabled at the Template level, and payment is not required via one of our supported payment gateways, the end customer electronically accepting the Quote will automatically change the Quote Status from Pending to Accepted. This will also automatically trigger the Acceptance Confirmation email to be sent to your end customer. View our Labels & Messages KB article to learn more about customizing the content of the Acceptance Confirmation email. 

If email addresses have been added to the the Order Notification Recipients under Email Notification Settings (Settings  > General), the specified email addresses will automatically be sent an order notification email. This order notification email will also be sent to the Quote Owner if the  Send Order Notification Email to Quote Owner has been selected. 

Please Note: An email notification will not be sent if the Quote Status is manually changed to Accepted

Ordered
If Electronic Acceptance has been enabled at the Template level, and payment has been required via one of our supported payment gateways, the end customer electronically accepting the Quote and paying by credit card will automatically change the Quote Status from Pending to Ordered. This will also automatically trigger the Order Confirmation email to be sent to your end customer. View our Labels & Messages KB article to learn more about customizing the content of the Order Confirmation email.

If email addresses have been added to the the Order Notification Recipients under Email Notification Settings (Settings  > General), the specified email addresses will automatically be sent an order notification email. This order notification email will also be sent to the Quote Owner if the  Send Order Notification Email to Quote Owner has been selected. 

Please Note: An email notification will not be sent if the Quote Status is manually changed to Ordered.

Fulfilled
An Internal Quote Status to be leveraged once the end customer's Quote has been fulfilled. The status being manually changed to Fulfilled will not trigger any email notifications to be sent externally or internally, but will trigger workflows associated with connected Integrations.

Please refer to the Integrations section to view the workflows that will be triggered when a Quote's Status is changed. 

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