Quote statuses explained
Draft, Sent, Changes requested, Approved, Archived: what each quote status means, what your client sees, and what to do next.
What do the quote statuses mean?
Every quote carries one of five statuses that tells you exactly where it stands: Draft, Sent, Changes requested, Approved and Archived. The status appears as a colored tag on the quote and in your list, with the same word on every screen.
Status by status
- Draft: only you can see it. Your client never sees a draft, not even from its link. Edit freely, then send it once it has at least one line.
- Sent: your client has the quote and has not answered yet. They can approve it or request changes.
- Changes requested: your client asked for changes. Their message shows on the quote. Select Edit quote, make the changes, then Send. They can't approve it until you send the new version.
- Approved: your client signed, or you marked it approved. Select Convert to job to start work. The quote stays Approved as the record of what was agreed, and its page then offers Open job.
- Archived: the quote is closed and read only. You archived it, your client hired another pro, or you withdrew from the request. The banner on the quote says which. Select Duplicate to start a new version.
What your client sees
- To review: a quote you sent. They can approve it or request changes.
- Changes requested: they asked for changes and are waiting for your new version.
- Approved: they approved it, or you marked it approved.
- Closed: an archived quote. They see why it was closed.
Your client never sees a draft, on their account or from a link.
You never pick a status by hand from a menu. Each one has its own action: Send, Collect signature, Mark as approved, Archive. That way the rest of the work, like closing the other quotes on the job, happens with it.
Only when it is Approved and has no job yet. If your client agreed by phone, select Mark as approved first (on a Homeezy request, only the homeowner can approve). One quote makes one job. If the quote's project already has your job, the quote offers Open job instead of Convert to job.
Yes, until it has a job, but it costs you the approval. If you change the money, the lines or the terms, Homeezy keeps the version your client signed as a PDF on the quote, removes the signature, and puts the quote back to Sent so they can approve the new one (back to Draft if you never sent it). Once a job runs off the quote, it is the job's record: it can no longer be edited, archived or deleted.
Select Archive in the quote's Actions menu. It is there on Sent, Changes requested and Approved quotes that have no job. The quote reads Archived for you and Closed for your client. There is no Declined status.
Yes, unless it is Approved: an approved quote is the record of an agreement. Archive it instead.
No. A valid-until date is printed on the quote for your client to read, but nothing closes the quote on its own.
Open the quote to see its activity feed: it records sends, opens, approvals and signatures with timestamps.
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