The quotes list gives you a centralized view of all sales quotes in your CRM.
The quotes page displays all your quotes in a sortable, filterable table. Each row provides key information at a glance including the quote number, associated company, current status, and total value. Use this page to track quotes through their lifecycle from draft to acceptance.
Columns
Information displayed for each quote in the list.
Quote # — The unique quote number, displayed in monospace font for easy identification.
Title — The descriptive title of the quote.
Company — The associated company, shown with its avatar.
Status — A color-coded badge showing the current quote status.
Total — The total value of the quote, formatted with the appropriate currency symbol.
Expiry Date — The date the quote expires, after which it can no longer be accepted.
Owner — The user who created or is responsible for the quote.
Created — The date the quote was first created.
Quote Statuses
Understanding the lifecycle stages of a quote.
Draft — The quote is being prepared and has not been shared with the customer yet.
Pending Approval — The quote has been submitted for internal approval before it can be sent.
Approved — The quote has been approved internally and is ready to be sent to the customer.
Sent — The quote has been delivered to the customer via email or public link.
Viewed — The customer has opened and viewed the quote.
Accepted — The customer has formally accepted the quote, optionally with a signature. From an accepted quote you can create a delivery project seeded with a task for each line item, so the work handoff starts in one click.
Rejected — The quote has been rejected (either by an internal reviewer during the approval workflow, or because the customer formally declined it after it was sent). A rejection comment is captured and stamped with the rejecter's identity and timestamp. Rejected quotes can be revised into a new draft — see Revising a rejected quote below.
Declined — Legacy customer-decline status. New declines on internal approval paths now land as Rejected.
Expired — The quote passed its expiry date without being accepted.
Revised — A new revision of this quote has been created. The parent stays at Revised; the new draft carries the next revision number.
Automatic expiry
When a quote passes its expiry date and has not been accepted, its status is automatically updated to Expired. You can revise an expired quote to create a new version with an updated expiry date.
Submitting a Quote for Approval
Route a discounted quote for internal sign-off before it goes to the customer.
When a quote carries a discount that needs a manager's blessing before it leaves your organization, you can route it for internal approval instead of sending it directly. This is the path between the Draft and Approved statuses, and it runs through a dedicated approvals inbox.
1
Submit the draft for approval
Open the draft quote and click Submit for approval. The quote moves from Draft to Pending Approval and can no longer be edited until it is decided. The button only appears while the quote is a draft.
2
An approver reviews it in the Quote approvals inbox
The pending quote appears in the Quote approvals inbox. Each waiting quote shows its title, number, company, who submitted it, the total, and the discount amount, with a Review link to open the full quote.
3
The approver approves or rejects
Approve moves the quote to Approved, ready to send to the customer. Reject requires a reason — the approver types why it was turned down before confirming, and that reason is recorded against the quote.
Who can approve
Reviewing the Quote approvals inbox and approving or rejecting a quote requires the quotes.approvepermission. The inbox is reached by approvers from the notification they receive when a quote is submitted; it is scoped to the quotes they are allowed to see, so a team-scoped manager only sees their team's pending quotes. A rejected quote can be revised into a fresh draft — see Revising a rejected quote below.
Revising a Rejected Quote
Create a new draft from a rejected quote with the parent's line items and an audit-trail snapshot.
When a customer rejects a quote, you can revise it into a fresh draft instead of starting from scratch. The Revise quote button appears on the quote detail page only when the current quote is in Rejected status. Clicking it creates a brand-new quote in Draftstatus with the parent's company, contact, opportunity, line items, pricing, terms, and branding pre-filled, and bumps the revision number by one (Rev 2, Rev 3, …). The new title appends the revision marker, for example “Q1 Pricing (Rev 2)”.
What the revision carries forward
Company, contact, opportunity, and assignee
All line items, pricing, discounts, taxes, and deposit configuration
Rejection reason, comment, and timestamp are cleared
Signature and sent-state fields start blank
The issue date is set to today
Audit trail is preserved
Every revision writes a snapshot of the parent quote (including all line items at the time of rejection) into the revisions table. The audit trail is permanent — even if you later edit the new draft's line items, the original rejected quote and its snapshot remain intact.
Revise vs. Duplicate
Both actions clone a quote, but they behave differently. Revise is rejected-quote-only and always records a revision snapshot for the audit trail. Duplicate is generic, works on any source status, and is the right choice when you want to copy a quote to a different customer or use it as a starting template without claiming it as a revision of the original.
Create a delivery project from an accepted quote
Hand an accepted quote straight to delivery, with a task for each line item.
Once a quote is accepted, you can turn it into a delivery project in one click. The new project is linked back to the quote, and every non-optional line item becomes a task, so the delivery team starts with the scope the customer agreed to already laid out.
1
Open the accepted quote
Go to the quote detail page for a quote in Accepted status. The Create project action is available there.
2
Click Create project
Laureo creates a delivery project linked to the quote and its company, and seeds a task for each non-optional line item on the quote. Optional lines the customer did not take are skipped.
3
Pick up the work in delivery
Open the new project to assign owners, set dates, and track the seeded tasks like any other delivery work.
One project per quote
Creating a project from a quote is idempotent: a quote maps to a single delivery project. If a project already exists for the quote, the action returns that same project instead of creating a duplicate. You need the projects create permission, and the new project counts against your plan's active-project cap.
Search
Find quotes quickly using the search bar.
The search bar at the top of the quotes list searches across multiple fields simultaneously. Start typing to filter results in real time. The search matches against:
Quote title
Quote number
Filters
Narrow down the quotes list using filters.
Available Filters
Status — Filter by any combination of quote statuses (Draft, Pending Approval, Approved, Sent, Viewed, Accepted, Declined, Expired, Revised).
Track pending quotes
Use the Status filter to show only Sent and Viewed quotes to identify opportunities that need follow-up. Quotes in Viewed status indicate the customer has opened the quote but has not yet responded.
Sorting
Change the order of quotes in the list.
Click any sortable column header to sort the list. Click again to toggle between ascending and descending order. The following sort options are available:
Created Date — Sort by when the quote was created (default, newest first).
Title — Sort alphabetically by quote title.
Total — Sort by the total value of the quote.
Expiry Date — Sort by when the quote expires.
Status — Sort by current status.
Quote Templates
Use templates to standardize your quotes.
Quote templates let you predefine terms and conditions, notes, colors, and default values that are applied when creating new quotes. Templates help maintain consistency across your team and save time when generating proposals. You can select a template during quote creation to auto-fill these standard fields.
Template Settings
Terms & Conditions — Standard legal terms applied to the quote.
Notes — Default notes or additional information included with the quote.
Colors — Brand colors used in the quote PDF and public link.
Defaults — Pre-filled values such as currency, payment terms, or validity period.