Depending on their status, different actions are available for quotes, agreements, and opportunities.
The following diagram illustrates a basic quote status workflow and associated actions.
Tip
You can use a user's UI profile to hide specific actions based on their assigned role.
Quote actions
Available actions are:
Submit
Route
Done
Approved
Reject
Accepted
Rejected
Withdraw
Expand a quote status to view the actions that each role can take.
Open
Who | Available actions |
|---|---|
Creator | Submit, Route |
Router | Route, Done |
Submitter | No actions |
Approver | No actions |
Other users | Submit, Route |
Completed
Who | Available actions |
|---|---|
Creator | No actions |
Router | No actions |
Submitter | Withdraw |
Approver | Approved, Reject |
Other users | No actions |
Approved
Who | Available actions |
|---|---|
Creator | Accepted, Rejected |
Router | No actions |
Submitter | Accepted, Rejected, Withdraw |
Approvers | Accepted, Rejected |
Other users | Accepted, Rejected |
Accepted
Who | Available actions |
|---|---|
Creator | No actions |
Router | No actions |
Submitter | Withdraw |
Approver | No actions |
Other users | No actions |
Rejected
Who | Available actions |
|---|---|
Creator | No actions |
Router | No actions |
Submitter | Withdraw |
Approver | No actions |
Other users | No actions |
Partially sent to ERP
Who | Available actions |
|---|---|
Creator | No actions |
Router | No actions |
Submitter | Withdraw |
Approver | No actions |
Other users | No actions |
Sent to ERP
Who | Available actions |
|---|---|
Creator | No actions |
Router | No actions |
Submitter | Withdraw |
Approver | No actions |
Other users | No actions |
Opportunity actions
Available opportunity actions are:
Submit
Withdraw
Quote
Won
Lost
Expand an opportunity status to view the actions that each role can take.
Open
Who | Available actions |
|---|---|
Creator | Submit, Quote, Lost |
Owner | Submit, Quote, Lost |
Completed
Who | Available actions |
|---|---|
Creator | Withdraw, Quote, Lost |
Owner | Withdraw, Quote, Lost |
Approved
Who | Available actions |
|---|---|
Creator | Withdraw, Quote, Won, Lost |
Owner | Withdraw, Quote, Won, Lost |
Lost
Who | Available actions |
|---|---|
Creator | Withdraw |
Owner | Withdraw |
Quoted
Who | Available actions |
|---|---|
Creator | Withdraw, Won, Lost |
Owner | Withdraw, Won, Lost |
Agreement actions
Available actions are:
Submit
Approved
Reject
Accepted
Rejected
Withdraw
Expand an agreement status to view the actions that each role can take.
Open
Who | Available actions |
|---|---|
Creator | Submit, Route |
Router | Route, Done |
Submitter | No actions |
Approver | No actions |
Other users | Submit, Route |
Approved
Who | Available actions |
|---|---|
Creator | Accepted, Rejected |
Router | No actions |
Submitter | Accepted, Rejected, Withdraw |
Approvers | Accepted, Rejected |
Other users | Accepted, Rejected |
Accepted
Who | Available actions |
|---|---|
Creator | No actions |
Router | No actions |
Submitter | Withdraw |
Approver | No actions |
Other users | No actions |
Rejected
Who | Available actions |
|---|---|
Creator | No actions |
Router | No actions |
Submitter | Withdraw |
Approver | No actions |
Other users | No actions |
Published
Who | Available actions |
|---|---|
Creator | No actions |
Router | No actions |
Submitter | No actions |
Approver | No actions |
Other users | No actions |