Confirm or cancel a quote

Not every client signs in the portal. Landmark Venues might say yes on the phone, or the job might fall through. Either way, you record the answer yourself by changing the quote's commercial status.

Confirm the quote

1. Open the quote On the quote page, find «General information».
2. Click the «Status» pill It shows the current status, for example «Pending».
3. Choose «Confirmed» If the quote has several versions, you'll see «Confirming will mark all other versions as "Superseded"».

The change applies at once, with no confirmation step and no reason to give. Every other version becomes «Superseded», even cancelled or confirmed ones.

What confirming changes

• If the version is also «Validated», its amount becomes the order's forecast revenue. A confirmed draft doesn't count.
• In the order's «Documents» card, the quote shows in green with «Confirmed».
• The order doesn't change: its status and its stock stay as they were. Reserve it when the job is on.
• A linked CRM opportunity doesn't move.
• The change is recorded in the «Activity history» and can start a workflow. See Start a workflow when something happens in Filmo.

Cancel the quote

Do the same and choose «Canceled». Use it when the client declines or the job doesn't go ahead.

• «Convert to» disappears from the quote page.
• In the order's «Documents» card, the quote shows in red.
• The quote stays editable, and you can set it back to «Pending» or «Confirmed» whenever you need.

Reopen a quote

Set it back to «Pending», and the client can sign or decline it in the portal again. If its «Valid until» date has passed, the portal still won't let them: edit the date or add a new version.

Other ways to change the status

From the list

In «Sales» → «Quotes», use the dropdown in a row's status column.

Several quotes at once

Select them and choose «Bulk actions» → «Change status to». Filmo tells you how many were updated and how many failed.

With NEO, the API or a workflow

They can change the status too. A note they send is kept in «Confirmation notes» when the new status is «Confirmed».

Delete a quote

1. Click «Delete» It's in the quote page's header menu, or in the row menu of the list.
2. Check the quote «Confirm deletion» shows its number, client and amount.
3. Confirm Delete it. It can't be undone.

• The quote and all its versions are deleted, whatever their status.
• It leaves the order's «Documents» card and stops counting in its profitability.
• Invoices and proformas made from it, its payments in Treasury and any link to a CRM opportunity aren't touched.
• Its number isn't used again.

If you see an error

Related resources

• Quote statuses: draft, validated, pending, confirmed
• Convert a quote to an invoice or proforma
• Order profitability