Record when a customer accepts or declines a quote
See the customer's answer from the quote page, or record an answer they gave by phone, email or in person.
- Who can do this
- Owners, or people with Edit quotes and View quotes
- Where
- Sales, then Quotes
- You'll need
- A draft, sent or viewed quote that hasn't expired
On this page
Record an answer yourself
- Open the quote.
- Select Mark accepted, check Who accepted, then select Mark accepted in the dialog.
- Or select Mark declined, enter a Reason if you have one, then select Mark declined in the dialog.
The quote's Timeline shows the answer. An acceptance shows the name in Who accepted, the total accepted and Recorded by your team. A decline shows its date and any reason you entered, but not who recorded it. Next, convert an accepted quote.
When the customer answers online
The customer accepts on the quote page by typing their name, or declines with an optional reason. QixCount stores the name they typed, the time, their IP address and the total they accepted, or the reason they gave. An answer always belongs to the version the customer saw: if you edited the quote while their page was open, they are asked to review the new version first.
The person who last sent the quote gets a notification in QixCount with a link to it. A decline reason in the notification is shortened and shown as plain text; the quote shows it in full. If nobody sent it, the person who created it is told; if they are no longer active, an owner is.
When an answer can't be recorded
- An expired quote can't be accepted by anyone. Edit the expiry date first to reopen it.
- An accepted, declined, converted or void quote already has its answer.
An answer doesn't post anything to your books. Converting the quote creates an invoice draft.