Quote Statuses & How They Change

Not sure about what a particular Quote Status means, or how to change it? CounterGo Quotes have three Statuses; DraftActive, and Expired.

Draft: a Quote that has been created but no Drawing or Other Counter has been added and/or Saved.

Active: a Quote that is not a Draft or Expired. An Active Quote can change Status to Expired if it is older than the Default Quote Expiration, it can not turn back into a Draft.

Expired: A Quote that is older than the Default Quote Expiration. Expired Quotes can be updated and made Active again.


CHANGE A DRAFT TO ACTIVE

  1. Open the Quote > Click the Edit icon.
  2. Even if you do not add a Coutnertop or Coutnertop Drawing, click the Save button at the top right corner.

CHANGE AN EXPIRED QUOTE TO ACTIVE

  1. Open the Quote > Click the Edit icon.
  2. In the top message banner, click on Update Expiration Date.
  3. Select a new Expiration Date > Save > Save the Quote.