How to mark a quote as declined

Name: Arkon One: How to mark a quote as declined
Duration: 49 s
Description: How to mark a quote as declined. A step-by-step walkthrough of the screens, buttons and fields involved.

Next lesson: How to convert an accepted quote into a job and rental agreement →

How to mark a quote as declined. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open the quote (Draft, Sent or Viewed).
In the acceptance card choose a Reason, optionally type Decline details (optional), and press Mark declined.

Tip

The status becomes Declined and the reason is stored. If it is the latest revision and you chose a reason, the linked opportunity is marked Lost with that reason. Without a reason the opportunity is left as it is.

← How to record that a customer accepted a quote (e-signature)How to convert an accepted quote into a job and rental agreement →