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Quote acceptance tracking helps you know when to follow up, revise, or convert to invoice.
What this feature is for
- Quote acceptance tracking helps you know when to follow up, revise, or convert to invoice.
When to use it
- A quote was sent and you need status before contacting the customer.
- A customer says they accepted or needs the link again.
Do it manually
- Open Money and find the quote.
- Review sent, viewed, accepted, declined, or expired status.
- Open the portal link when needed.
- Create a follow-up task for stale quotes.
- Convert to invoice only after acceptance is clear.
Ask Faster AI
Find the quote for [customer]. Summarize status, portal activity, expiration, and whether I should follow up, revise, or convert it to an invoice.
Review before saving or publishing
- Confirm the customer, amount, due date, tax, discount, and payment terms.
- Preview customer-facing links before sending them.
- Record refunds, credits, and manual payments only after checking the latest balance.
Common mistakes and fixes
- If a document will not send, check that payment setup and customer email are complete.
- If the balance looks wrong, reopen the document detail and refresh payment applications.
- If a payment event is delayed, review Money outbox status before creating a duplicate action.
Placeholder media
- Screenshot placeholder: Replace with an annotated screenshot of track quote acceptance.
- Video placeholder: Replace with a short walkthrough showing the manual path and review step.