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Statuses & Workflow
Every quote request moves through a defined lifecycle. Two of the statuses belong to the customer alone.
The statuses
| Status | Set by | Meaning |
|---|---|---|
| New | automatic | Request just submitted |
| In Progress | vendor / admin | Vendor is working on the quote |
| Quoted | vendor / admin | A quote amount has been sent to the customer |
| Accepted | customer | Customer accepted the quote |
| Rejected | customer | Customer declined the quote |
| Completed | vendor / admin | The deal was finalized (after acceptance) |
| Cancelled | vendor / admin | Request withdrawn — vendors must give a reason |
Accepted and Rejected never appear in a vendor's status dropdown — they're set only by the customer's decision (admins can correct records).
Quoting
Setting a request to Quoted is what triggers the quote email to the customer. By default a quote amount is required first ("Require Quote Amount for Quoted Status" setting): selecting Quoted opens the amount field, and saving the amount completes the status change in one motion. The amount is free text ("150 EUR incl. delivery"), so it works with any currency and pricing style.
The customer's decision
The quote email contains Accept and Decline buttons — secure one-click links that work even for customers without an account. Logged-in customers can also decide from their dashboard. Either way the decision is recorded with a timestamp, shown on every view, and the vendor and admin are notified.
After the decision
With Lock Status After Customer Decision enabled (the default):
- An Accepted request can only be moved to Completed by the vendor — no quiet cancelling of an accepted deal.
- A Rejected request can't be changed by the vendor at all.
- Admins are never restricted.
Cancelling
Vendors must always provide a reason when cancelling; it's stored, emailed to the customer and admin, and shown on the customer's dashboard ("Cancelled by the vendor. Reason: …").
Whether vendors may cancel a request after quoting is your call — the "Allow Vendors to Cancel After Quoting" setting is on by default (so vendors can withdraw a quote the customer never answers), and switching it off makes a sent quote final.