Quote Pricing & Totals
Quote Status Tracking
Use quote status and the customer's decision to follow a proposal from draft through sent, viewed, accepted, or declined.
See it in BuildVision AI
Quote index
Search recent quotes by number, title, or customer, filter by status, and start a blank quote or create one from a saved template.
- Search and status filters
- Blank quote creation
- Saved-template creation
What you'll accomplish
Find sent or accepted quotes without conflating acceptance with payment.
Steps
- Filter Quotes by status.
- Open the quote to review sent state and current totals.
- Use the public quote decision banner for accepted or declined outcome.
What to expect
- Status is visible in the index, project folder, builder, and public document.
- Customer acceptance can include notes and an optional required signature.
- Quote acceptance is not a recorded payment.
Good to know
BuildVision AI does not currently record payments, deposits, bank transactions, aging, or payment reminders.