Learn how to monitor a quote's status through its event history, edit or duplicate an existing quote, turn a quote into a plan, delete a quote, change its owner, and finalize a signed quote into a subscription.
View quote event history
You can monitor real-time progress of your quote by clicking on Event History in the top right corner of an individual quote page. Here are the key events that are tracked:
Draft: Quote has not been sent to the customer and can be edited.
Pending approval: The quote matches an active quote approval rule and is waiting on one or more approvers before it can be sent.
Changes requested: An approver sent the quote back to its owner to make changes.
Approved: Every approver has cleared the quote, and it's ready for its owner to send.
Sent: Quote has been sent to the customer and is no longer in draft.
Accepted: Customer has accepted the quote by either:
Clicking "Accept" or "Pay" for Checkout Page delivery (Note: This event status does not confirm if a payment was successful; check invoices to confirm payment success).
Providing their signature for E-signature delivery.
Expired: The quote has not been finalized, and the offer valid thru date is in the past.
If your organization uses quote approval rules, the event history also records each step of the approval:
Submitted for approval: The quote owner submitted the quote, along with the rules it matched.
Approved: An approver approved their step. Each approver gets their own entry.
Changes requested: An approver sent the quote back, with their comment.
Retracted from approval: The quote owner pulled the quote out of approval.
The Pending approval, Changes requested, and Approved statuses replace the Draft status while a quote is routing for approval.
Edit a draft quote
Open a draft quote to begin editing, or head to Quotes > All quotes and click the three-dot menu and then Edit.
Retract and edit a sent quote
Retracting a sent quote differs from retracting a quote from approval. To retract a quote pending internal approval (not yet sent), see our article on quote approval.
If you need to make a change to a sent or expired quote, you must first retract the quote. Once a quote has been accepted by your customer, it cannot be retracted or edited.
Retracting a sent quote returns the quote to Draft status, which temporarily blocks any signing actions and reopens draft-only actions, such as editing and finalizing the quote as a subscription (see Finalize quote as a subscription, below).
To retract a sent quote:
Open the quote and click the three-dot menu.
Select Retract quote.
Once changes are complete, you can reshare the quote with your customer. The link to the quote will not change, so the customer can still sign from the existing quote link.
Duplicate a quote
To duplicate a quote:
Head to Quotes > All quotes.
Click the three-dot menu next to the quote you want to duplicate.
Select Duplicate.
Create a plan from a quote
To turn a quote into a reusable plan:
Head to Quotes > All quotes.
Click the three-dot menu.
Select Create plan.
Delete a quote
To delete a quote:
Open the quote or head to Quotes > All quotes.
Click the three-dot menu.
Select Delete.
Confirm delete.
Finalize quote as a subscription
Finalizing is useful when a quote already exists in Turnstile for the subscription. Only draft quotes can be manually converted to a finalized subscription. A sent or expired quote must be retracted back to Draft status before it can be finalized as a subscription.
To turn a draft quote into a subscription:
Open the quote or head to Quotes > All quotes.
Click the three-dot menu.
Select Finalize as subscription.
Confirm.
Then continue to review and finalize the subscription.
Change a quote owner
The owner of a quote is the person who created the quote. If you need to change the owner of a quote to another user in your Turnstile account:
Head to Quotes > All quotes.
Click the three-dot menu.
Select Change owner.
Select a new owner.
Click Change owner.