VOW Help Centre

Reject, cancel or reopen a quote ​

Included with Professional and Enterprise

Reject or cancel, which one ​

  • Reject records the client's no. It is offered once the quote is Awaiting reply.
  • Cancel records your company withdrawing the quote, for example when the client stopped answering, the enquiry lapsed, or you decided not to quote. It is offered at any in-progress stage.

Both keep the quote with its contacts, notes and files, and both can be undone with Reopen quote. Deleting a quote removes it for good. The delete confirmation offers Cancel instead when the quote could still be cancelled.

Before you start ​

  • Your role needs Edit quotes. If you do not have it, Set up users shows how an administrator gives it to you.
  • The reasons offered in each dialog come from two lists an administrator keeps under Settings | System lists, Quote rejection reasons and Quote cancellation reasons. You can also type a reason that is not in the list.

Reject a quote ​

  1. Open the quote and click Reject. From the table, right-click the row and choose Reject quote, or click the Client has rejected this quote button in its Actions column.
  2. Under Rejection reason, pick a reason or type one, such as price or timing.
  3. Click Reject.
Reject quote dialog with the Rejection reason field
Rejecting a quote

The quote leaves the table and the stepper reads Response: Rejected with the reason under it. With Show completed on, the reason shows in the table's Rejection/Cancellation reason column.

Cancel a quote ​

  1. Open the quote and click Cancel quote. From the table, right-click the row and choose Cancel quote, or click the Cancel this quote button in its Actions column.
  2. Under Cancellation reason, pick a reason or type one.
  3. Click Confirm.
Cancel quote dialog with the cancellation reason field
Cancelling a quote

Reopen a quote ​

A reopened quote keeps its reference, event log and files.

  1. Turn on Show completed in the table and find the quote.
  2. Right-click the row and choose Reopen quote, or click the Reopen this quote button in its Actions column. On the quote itself, click Reopen quote.
  3. The confirmation names the status the quote goes back to, which is the one it had immediately before it was closed. A rejected quote goes back to Awaiting reply. A cancelled quote goes back to the step it had reached, such as New quote or Awaiting quotation. If the quote's details already meet a later step, VOW moves it on to that step as it reopens.
  4. Click Reopen.
Reopen quote confirmation naming the status the quote returns to
Reopening a quote
info

The rejection or cancellation reason is cleared from the quote but stays in its event log. An accepted quote cannot be reopened, because accepting it created or linked a job.

What you should see ​

After a reject or cancel, the quote is gone from the default table. It appears with Show completed on, with its reason in the Rejection/Cancellation reason column. After a reopen, it is back in the default table at the status the confirmation named, and the column is blank.

Next ​

Find a quote. For which actions each status allows, see Form actions.