Quote statuses explained
Draft, awaiting response, changes requested, approved, converted, archived: what each quote status means and what to do next.
What do the quote statuses mean?
Every quote carries a status that tells you exactly where it stands: draft (private, still editable), awaiting response (your client has it), changes requested (they asked for a revision), approved (signed or marked approved), converted (a job was created from it), and archived (closed). The status appears as a colored tag on the quote and in your list.
Status by status
- Draft: only you can see it. Edit freely, then send when ready.
- Awaiting response: your client has the quote and has not answered yet.
- Changes requested: your client asked for a revision. What they wrote is on the quote; revise it and send again.
- Approved: your client signed, or you marked it approved. Convert it to a job to start work.
- Converted: a job was created from this quote. The quote stays as the record of what was agreed.
- Archived: closed. Nothing more happens on it, and you can reopen it with Mark as Awaiting Response.
You never set a status by hand from a menu of all six. Each one has its own action: Send, Collect Signature, Mark as Approved, Mark as Archived. That way the rest of the work, like closing the other quotes on the job, happens with it.
Yes, but it costs you the signature. If you change the money, the lines or the terms, Homeezy keeps the version your client signed as a PDF on the quote, removes the signature, and puts the quote back to awaiting response so they can approve the new one.
No. A valid-until date is printed on the quote for your client to read, but nothing closes the quote on its own. Archive it yourself when it is no longer live.
Open the quote to see its activity feed: it records sends, opens, change requests, approvals and signatures with timestamps.
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