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Training: Sales Quote Lifecycle (Draft to Accepted)

This training module covers the workflow of managing a Sales Quote, from its initial creation to final customer acceptance.

The Quoting Lifecycle

A Sales Quote in Velosity moves through these primary stages: 1. DRAFT: The quote is being built. You can add items, adjust pricing, and configure products using Smart Quote. 2. RELEASED (OFFERED): The quote has been finalized and sent to the customer for review. It is now locked for editing unless moved back to Draft. 3. ACCEPTED: The customer has approved the quote. This is the final step before converting it to a Sales Order.

Interactive Tutorial: Managing Quote Status

The following walkthrough demonstrates how to transition a quote through these stages to prepare it for conversion.

Key Takeaways

  • Version Control: If a customer requests a change after a quote is RELEASED, you must move it back to DRAFT or create a Reconfiguration.
  • Audit Trail: Every status change and price adjustment is captured in the History tab.
  • Visual PDFs: Remember that you can generate a professional PDF View at any stage to share with the customer.