Declining a Quote

Once a quote has been reviewed by your client – but not accepted – you may wish to record that the quote has been declined.

For details on how to revise a quote so that you can adjust it then re-submit it to the client, see Revising a quote.

To decline a quote:

  1. In the Business menu, select Quotes.
  2. If required, select the down-arrow to the right of the page title and select the required filterA filter provides a quick way to display only selected clients, invoices, quotes and work in progress based on pre-defined criteria. Once a filter has been selected, it becomes the default title for the page. Page titles that are also filter names are shown in blue text with a drop-down arrow, at right..

  3. On the quote manager screen, select the Issued or Expired tab.
  4. Drill down on the number of the quote you wish to decline.
  5. On the quote information screen, select Declined. The declined quote is archived.
    • If the quote relates to an existing job for the client, the declined quote is shown in the Quotes/Estimates section of the job's Financial tab.
    • If there was no related job, the Quote Manager screen is displayed.

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