Start a new topic

Add ability to mark a Quote as 'rejected'

Our orders list is fast filling up with old quotes.

Our sales team follow up with customers and ask if they would like to proceed with the quote. If the customer doesn't, we need a way to mark this and filter the order list to remove them from view.

We don't want to mark these quotes as Void since this effectively deletes them. We need to keep a record in case they change their mind or we need to look back and check pricing or details of the quote.

I suggest a red box next to 'Authorised' labelled 'Rejected' which marks the quote as declined. In addition a 'Show' filter will need adding to the Order list. I suggest adding it to the "All but VOIDED' filter making it 'All but VOIDED and Rejected'.

5 people like this idea
Login or Signup to post a comment