Quote Lifecycle

A DealHub quote progresses through a series of statuses from its initial creation to its final, signed state. This journey is known as the quote lifecycle. Understanding each stage helps you track a quote's progress, identify its current state, and determine the next required actions.

The following flowchart illustrates the various statuses and the actions that cause a quote to move from one status to another.

Each status in the flowchart represents a distinct stage in the quote's life.

Quote Created / Draft

A quote's lifecycle begins in the Draft status. This is the initial stage where a sales representative configures the quote, adds products, and sets pricing.

From this stage, a user can:

Save the quote to continue working on it later, keeping it in Draft status.
Make Primary to designate it as the main quote for an opportunity.
Submit quote (approval required) to send it to the Approval Process.
Submit quote (no need for approval) to move it directly to the Ready To Be Sent status.
Archive the quote, moving it to the Archived status. From there, it can be restored to Draft.

Approval Process

If a quote requires internal sign-off (e.g., for a specific discount), it enters the Approval Process.

From this stage, the outcome can be:

Quote approved: The quote moves to the Ready To Be Sent status.
Partially approved: The quote remains in the Approval Process while waiting for additional approvals.
Quote rejected: The quote moves to the Rejected status.
Recall quote: The user who submitted the quote can withdraw it from the approval process, moving it to the Recalled status.

Ready To Be Sent

A quote in the Ready To Be Sent status has been fully configured and approved (if necessary). It is finalized and prepared to be shared with the customer.

From this stage, a user can:

Publish the DealRoom to make the quote visible to the customer, moving it to the Published status.
Mark the quote as Signed Externally if the customer signs it outside of the DealHub platform, moving it directly to the Won status.

Published

The Published status indicates the quote has been shared with the customer via the DealRoom and is awaiting their review and signature.

From this stage, the outcome can be:

Sign via DealRoom: The customer signs the quote within the DealRoom, moving it to the Won status.
Unpublish DealRoom: The user can retract the quote from the DealRoom to make edits, which moves it back to the Ready To Be Sent status.

Won

This is the final stage in the lifecycle, indicating that the quote has been formally accepted and signed by the customer. A quote can reach the Won status either by being signed in the DealRoom or by being marked as signed externally.