> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/revenue/quotes/quote-statuses-and-lifecycle.md). # 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. 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. ## Related guides * [Filter quotes by status](/revenue/quotes/filter-quotes-by-status.md) * [Generate a quote draft with AI](/revenue/quotes/generate-a-quote-draft-with-ai.md) * [Turn a signed quote into an invoice](/revenue/quotes/turn-a-signed-quote-into-an-invoice.md) * [Void a quote, resend it, or view what the customer sees](/revenue/quotes/void-a-quote-resend-it-or-view-what-the-customer-sees.md) * [Why can't I edit a quote?](/revenue/quotes/why-cant-i-edit-a-quote.md) * [Set quote validity and reactivate an expired quote](/revenue/quotes/set-quote-validity-and-reactivate-an-expired-quote.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/revenue/quotes/quote-statuses-and-lifecycle.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.