Quote statuses and lifecycle
Every quote carries a status, shown as a colored pill at the top of the quote page. A new quote starts as Draft. While it is a Draft you can edit its line items, discounts, sales tax, customer-facing description, and attachments.
After a quote exists, its customer and property are fixed. If a quote was created under the wrong customer or property, create a new quote.
When you send a Draft to the customer, it becomes Unsigned, meaning it has been sent and is waiting on the customer to review and sign. Once the customer signs, it becomes Signed. A Signed quote can be turned into an invoice.
An Unsigned quote shows Expired after its Valid through date. Expired is derived from that deadline, not set as a separate saved status. The customer can no longer open or sign it, it cannot be resent, it does not appear as Action Required in the Customer Portal, and scheduled follow-ups stop. Reactivate it for a chosen number of days to make the existing link signable again, or use Revert to Draft if the quote needs editing.
Reactivating does not email the customer or restart the prior follow-up sequence. Use Resend afterward when you want to email the quote again and start a fresh follow-up sequence.
On the Quotes page, the default Active tab excludes both Expired and Void quotes. Use All to include every quote, or the separate Expired tab to find quotes that need reactivation.
You can Void a quote that is Draft, Unsigned, or Signed; a voided quote is no longer visible to the customer and is no longer editable. What you can change depends on status: the editing form is only available while a quote is a Draft.
On an active Unsigned quote you can still resend it, view what the customer sees, revert it to Draft, void it, or print and download it, but you cannot change the line items until it is back in Draft. Reactivate and Revert to Draft are in the three-dot menu; Revert to Draft is also available on Void quotes. A Signed quote must be voided before it can be reverted to Draft.
Print and Download PDF are in the three-dot menu at every status, including Signed — use them when a customer or an inspector wants the signed quote on paper.
Reverting a sent or expired quote to Draft immediately makes the customer link unavailable, stops pending follow-ups, and reopens the quote for editing. You must send it again when it is ready.
Where to find it: Open a quote. The status pill sits next to the "Quote" heading at the top of the page, with additional actions in the ... menu at the top-right.
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