A quote request moves through a fixed pipeline, visible as a row of steps at the top of its detail view.
The pipeline
New → Viewed → Quoted → Accepted → In Progress → Completed
What moves a request forward
| Status | What triggers it |
|---|
| New | The customer submitted your calculator (or you created it with Quick quote without emailing it) |
|---|---|
| Viewed | Set automatically the moment you open the request |
| Quoted | Set automatically when you send a Reply, or when you create and immediately email a Quick quote |
| Accepted | You click Confirm Order, the customer accepts through their own approval link, or auto-confirm is on for that calculator and the date is clear |
| In Progress | You click Mark In Progress |
| Completed | You click Mark Completed |
| Declined | You click Decline, or the customer declines through their approval link |
The conflict guard on Accepted / In Progress
Moving a request into Accepted or In Progress re-checks the event date live, right at that moment, against your blocked days and confirmed events. If something now collides, you get a dialog naming what's in the way and an Accept anyway button, instead of a silent double-booking.
Tip
Accepting a request automatically creates a private event on your calendar for that date, so there's no separate step to remember.
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