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What is draft and publish in a quote?
What is draft and publish in a quote?

The statuses found against quotes help you better version control quotes.

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Written by Team Codafication
Updated over a week ago

Crunchwork allows you to draft quotes and revise them before sending to your clients by using the "Draft" and "Published" statuses found in the top right corner of your page.

Draft Status

Each quote will be placed in the 'Draft' status upon creation, and should remain in this status when you require peer reviews, need to add additional information prior to publishing or later revision before sharing to a client.

This status is visible in the assets table of the related job, so that other team members can quickly see where each quote is up to.

Published Status

Clicking on the yellow 'Draft' status will display an option to select the green 'Published' status.

The act of publishing will trigger the below actions:

  1. Lock all fields so that they cannot be edited.

  2. Update the quote status to "Published".

  3. Download a PDF copy of the quote and scope, and upload into the related job attachments.

  4. For Opus and ENData customers, this will also upload the PDF copy of the quote and scope into the "Documents" of Opus/ENData job.

You can continue to download PDF versions of the quote and scope at any time.

If you'd like further information about line item statuses, please read this article.

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