Quote status helps your team know whether a proposal is still open, needs follow-up, was accepted, or should become an invoice.

What this guide helps you do

• Find sent, accepted, rejected, expired, and converted quotes.
• Create follow-up tasks before a quote goes stale.
• Use accepted quotes as the basis for accurate invoices.

Before you start

• Send the quote before expecting customer-facing status changes.
• Know the expiration date and owner responsible for follow-up.
• Keep Customer 360 notes current when negotiation happens outside Faster.

Do it manually

1. Open Money and choose Get Paid.
2. Filter to Quotes.
3. Open the quote drawer and review workflow status, expiration, and activity.
4. Check Customer 360 for recent conversations or notes.
5. Create a follow-up task if the quote is open and needs attention.
6. Convert the quote to an invoice after acceptance when billing should begin.

Ask Faster AI

• List open quotes that are close to expiration and draft follow-up tasks for review.
• Summarize this quote status and tell me whether it looks ready to convert.
• Find accepted quotes that do not yet have invoices.

Review before saving, sending, paying, or refunding

• Confirm the customer accepted the quote before invoicing.
• Check whether scope changed after the quote was sent.
• Avoid pressuring customers with reminders that ignore recent conversations.

Common issues and fixes

• If status is stale, refresh Money and check customer activity.
• If a quote expired but the deal is still active, revise or create a new approved quote.
• If acceptance happened outside Faster, record the context before converting.

Service pricing strategy

For why quote acceptance signals should drive timely follow-up and better pricing decisions, read the service pricing article. How to Price Your Services with Confidence.

Quote follow-up playbook

For a practical cadence around sent, stale, accepted, and ready-to-invoice quotes, read the quote follow-up article. The Follow-Up Playbook: Turning Quotes into Paid Invoices.

Consultant client machine

For why tracked quote acceptance and disciplined follow-up keep proposal-stage revenue from leaking, read the consultant client machine article. The Consultant's Client Machine: From Inquiry to Retainer.

Connected workflows

• Review customer money history
• Review Money activity for a customer
• Manage roles for content and Money
• Collect pay-now payments from plugins

Placeholder media

• Screenshot placeholder: add an annotated screenshot of track quote acceptance with customer names, amounts, account details, and private notes blurred.
• Video placeholder: add a short walkthrough that starts from the Money workspace, shows the manual path, then shows the review step before anything is sent, paid, refunded, or published.

Related help

• Revise a quote before sending
• Track quote acceptance
• Convert a quote to an invoice

Use it in daily operations

• Before closing the task, review the related Money record, customer record, owner, due date, and any follow-up message that should happen next.
• If the workflow affects a real payment, keep the action in review until the amount, recipient, invoice, quote, or bill details are confirmed.
• Use Faster AI to summarize the payment context and prepare a checklist, but approve sends, refunds, bill payments, and customer-facing messages manually.