A sales quote goes through different stages during the sales process. It is important to understand what these stages are, and what options are available in each of them.
When you create a quote, it is in "Draft" stage. A draft quote is something you are still working on. It is not meant to be shared with a customer.
You can quickly recognize draft quotes by the word "Draft" under the quote name. If a draft quote is printed, the word "Draft" will appear on the printed page as well.
The stage of a draft quote may only be changed to "Final". This is done by selecting the quote from the list, and clicking on the "change" link under its name.
Once a draft is ready to be shared with the customer, it is moved to "Final" stage.
In this stage, no changes are allowed. It may be printed, emailed or downloaded as a PDF file to be shared with the customer.
A final quote's stage may be changed into several other stages (Note that these stages become available only after a quote moves from draft to final stage):
Once a quote is submitted to a customer, it may also be revised. Revising an offer means creating a different version of the same quote with some changes.
This is done by selecting the original quote, and clicking on the Revise This button on the upper right corner.
TeamGram automatically establishes a connection between the revised and original versions of the quote.
Once an offer is marked as accepted, it is possible to create an order with the same content, by clicking on the Convert to order button.