Sending and closing a quote

What it does

A quote goes from draft to sent, then ends as won or lost. On a draft, Review Quote opens the send window. Sending moves the quote to sent. From then on the header offers Mark as Won and Mark as Lost, and More Actions holds Resend Quote.

Mark as Won raises a sales order from the quote and opens it. It starts with the quote’s team, assignee and watchers.

Before you start

Won and lost are both final. A quote in either state leaves the count of active quotes your plan limits, which Creating an order sets out. You can then delete it.

You can no longer edit a lost quote, as Editing, duplicating, cancelling and deleting says. The Edit button goes from the header.

You can still edit a won quote. The sales order raised from it is a separate order, and editing the quote does not change it.

How to use it

1. Open the quote and select Review Quote.
2. Check the preview in the send window, fill in the recipient and your message, and send it.
3. When the customer accepts, select Mark as Won. Lucrii opens the sales order it raises.
4. When the customer declines, select Mark as Lost.

On a narrow screen, Review Quote, Mark as Won and Mark as Lost are under More Actions.

Related

• Emailing and downloading documents: Preview a quote, an invoice or a purchase order in the send window and email it to the order’s contact. Resend it later, or download it as a PDF.
• Editing, duplicating, cancelling and deleting: Reopen an order in its form with Edit, or use More Actions to duplicate it, cancel it or delete it through Trash.
• Quotes, sales orders and purchase orders: Switch between the quotes, sales orders and purchase orders lists, each with figures above it and views that filter it by status.

Changes

• Help pages for every feature - 2026-09-30
• Purchase order and quote documents - 2026-09-30