What are the quotation statuses in DigitBridge?
Here's where you can learn how to interpret and use quotation status values effectively.
Each quotation in DigitBridge moves through a series of statuses that indicate its current state in the sales workflow. Understanding these statuses helps you track progress, identify action items, and maintain accurate records.
Quotation statuses
-
New
The quotation has been created but not yet submitted or reviewed. -
Approved
The quotation has been approved—either by internal stakeholders or the customer—and is ready to be turned into a sales order. - Posted
The quotation has been successfully turned into a sales order. No further action is needed in the quote. -
Hold
The quotation has been put on hold pending approval or some other action by the user. -
Declined
The quotation was declined and will not move forward.
Note: To move a quotation to the “Posted” status, see the guide: How do I turn a quotation into a sales order?