The new estimate is set to the Draft status according to the initial settings. If necessary, you can customize and set a different initial status for each type of estimate.
While working with an estimate, its status changes. To change the status, click on its name in the table or in the estimate window and select the desired status.
Note: Only those statuses that can be transferred to the current status are displayed; they are only available for a particular employee. Learn more about estimate statuses and setting up their transition rules here.
RemOnline already has basic estimate statuses. In addition, you can create new statuses and edit or delete existing ones. Read more about creating and customizing statuses in this article.
List of available system statuses:
Draft is a status from the "New" group. This status is automatically assigned to all new estimates.
In progress is a status from the "In progress" group.
Sent is a status from the "Delivery" group indicating that an offer with an estimate has been sent to the client.
Pending is a status from the "Pending" group indicating that some details need to be agreed upon with the client.
Accepted is a status from the "Done" group indicating full approval from the client for further closing the estimate and transferring it to a work order.
Order created is a status from the "Won" group. This status automatically creates a work order from the estimate.
Canceled is a status from the "Lost" group.
Rejected is a status from the "Lost" group.