Manage quote statuses

To manage the status of a quote, you must first have created and sent it. Once the quotation has been sent, you have two ways to manage the status:

Receive status change.

The receiver can change the status of the quotation to Accepted or Rejected at the time of receiving the document. If he does so, B2Brouter shows you the updated status of each quote. You can check it on the right side of the quotation list or by opening the quotation, at the top.

Modify the status manually

You can modify the status of a quote manually. To do this, go to the Revenues section and then Quotes using the options at the top left.

• Select the quote you wish to modify.
• Click on More options at the top left.
• A dropdown opens with several options, including Mark as. Choose the option you want to use.

If the quote is in Error status

B2Brouter always sends the quote as a PDF by email. The Error status means that this email could not be sent or delivered. A quote is not a tax document and is not reported to any tax authority.

To see the reason, open the quote: at the top of the page there is a box with the reason for the error and the date.

To solve it:

• Check the email address of the contact.
• Send the quote again from the same page.