Quote Stages are driven by a combination of system changes and human interaction and they cannot be manually set. Quote Stages are in part driven by Quote Statuses but not entirely. The Stage definitions are below.
Draft
Quote is a Draft
Published
Quote Status = Pending, AND
the Quote has not been sent, AND
the Quote is not expired
Sent - Undeliverable
Quote Status = Pending, AND
the Quote has been sent, AND
the Quote is not expired, AND
the email response was “bounced”, OR
“dropped”, OR
“unsubscribed”
Sent - Pending
Quote Status = Pending, AND
the Quote has been sent, AND
the Quote is not expired, AND
the email response was “deferred”, OR
“processed”, OR
“Sent”, OR
“reported_as_spam”
Sent - Delivered
Quote Status = Pending, AND
the Quote has been sent, AND
the Quote is not expired, AND
the email response was “Delivered”
Sent - Opened
Quote Status = Pending, AND
the Quote has been sent, AND
the Quote is not expired, AND
the email response was “Opened”
Sent - Clicked
Quote Status = Pending, AND
the Quote has been sent, AND
the Quote is not expired, AND
the email response was “Clicked”
Expired
Quote Status = Pending, AND
Current date is after Quote Expiry date
Won - Accepted
Quote Status = Accepted
Won - Ordered
Quote Status = Ordered
Won - Fulfilled
Quote Status = Fulfilled
Lost
Quote Status = Lost