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Quote status

Status codes overview

The following built-in status codes are available for each quote:

  • Quoted
  • Optioned
  • Confirmed
  • Declined
  • Lost
  • Cancelled

Initial quotes - marked with "version 1" - are always tagged with the status "Quoted". The "Status date" represents the time of the status change.

Quoted

By default, each sent quote is flagged with the status "Quoted".

Effect on API integrations (optional)
No resources are blocked and no prices are written.

Optioned

A quote is "Optioned" if the customer has been granted an option. An option date can be set.

Effect on API integrations (optional)
Resources are blocked tentatively. No folios are created.

Confirmed

A quote is "Confirmed" when the realization of the event has been bindingly agreed upon.

Effect on API integrations (optional)
Blocked resources are confirmed. All prices are submitted.

Declined

A quote is "Declined" if the venue does not wish to host the inquired event.

Effect on API integrations (optional)
Any blocked resources and prices written will be deleted.

Lost

An inquiry is "Lost" when an inquirer has decided against confirming a quote.

Effect on API integrations (optional)
Any blocked resources and prices written will be deleted.

Cancelled

A quote is " Cancelled " if acceptance of a quote is not made for any other reason.

Effect on API integrations (optional)
Any blocked resources and prices written will be deleted.

Specify status code for new quote version
Specify status code for new quote version

Status code change


Current quote version

The status of a quote can be changed as desired within the admin tool.
 

New quote version

When creating a new quote version, the status of the new quote must be set.

The status of the current quote version is automatically reset to "Quoted" to secure the logic of the quote chain. Likewise, this ensures that availabilities are processed correctly when a configurator is integrated with third-party systems.