creating a new quote

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Robert Warren

• January 13, 2023 18:21

when I create a new quote it starts off with the quote being closed.  

shouldn't that be open... if so, how can I change that? 

thx, 

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• Official comment

  

  Flex Customer Success Team

  • January 24, 2023 15:32

  Hey Robert,

  The Open/Closed setting when creating a Quote is a common misunderstanding. It initially says closed because the Quote technically isn't created at that point. As soon as you press 'Ok' and the Quote is created, that status changes to Open when you go to the Modify tab and then Edit Header.

  I frequently turn that setting off for customers during training sessions to avoid confusion - especially because you can create a Workflow Action to close a Quote if needed. If you'd like to do the same, you can go to the Main Menu > Projects > Element Definitions > Quote > Status Options tab and set 'Open / Close Enabled' to No.

  Nick Nazario - Customer Success Team

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  Anne C. Blakely-Barloco

  • January 17, 2023 15:02

  Hi there, this should be fixed by changing your initial state in your quote workflow. Don't hesitate to reach out to us at the support team if you need any more help :) 

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  Robert Warren

  • January 17, 2023 16:18

  looking now.  I can try to reach out if need be unless you can quickly point me in the right direction.
  I'm looking at the workflow not for quotes.  I don't see anything about creating a quote.  the closest thing is the inquiry status state.  then there is a check box.  ?  

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