Quotes Accepted¶
Quotes Accepted lists every quote a customer has accepted. Getting here can be automatic (online acceptance) or manual (you convert it).
Where to find it¶
Left-hand navigation → Order Management → Quotes Accepted.
Online acceptance — what happens automatically¶
When a customer accepts and pays a quote through the online link, Turfware runs the workflow for you:
- updates the quote's status to accepted,
- generates the invoice in your accounting system (Sawfish),
- sends the customer an acceptance email, and
- creates the order (as Pending) so it can move into the workflow.
Managing the list¶
Filter the list by accepted date using the date-range filter, and use search to narrow it further. You can also start a new quote from here with Create Quote.