---
title: "Status flow"
slug: "status-flow"
description: "Learn about available roles and actions in the quotes workflow."
updated: 2025-02-14T17:07:11Z
published: 2025-02-14T17:07:11Z
canonical: "docs.zilliant.com/status-flow"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Status flow

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.

![Opportunity actions scheme](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Opportunity%20actions%20scheme.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A09Z&se=2026-11-10T18%3A05%3A09Z&sr=c&sp=r&sig=aDnJykXVHl4TM8rSUwAVwSHQnQvCIC0QlIEqZmmLDxk%3D)

> [!NOTE]
> 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 |