✅ Accepting, rejecting and deleting
In 30 seconds
- The last dot in the header is the resolution: Accepted or Rejected.
- Accepting creates an order with a copy of the quote; the PDF stays on the quote.
- A rejected quote can be recovered; an accepted one can still be edited.
- Deleting removes the quote and its files, but its number is never reused.
The shortcuts
You don't have to follow the Draft → Sent → Accepted path to the letter:
- Accept a draft directly: if the customer tells you yes in person, you don't have to go through Sent.
- Recover a rejected quote: put it back in Sent or in Draft.
Accepting: what happens when the customer says yes
Click the last dot and choose Accepted. BolloPrint asks you to confirm (and to save first if you have unsaved changes).
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A new order is created. It starts in the Created state, with payment pending and the usual deadline of your orders. This is what it takes with it:
| From the quote | Does it go to the order? |
|---|---|
| Customer, title, sales channel | Yes, copied |
| Price, shipping and tax | Yes, copied |
| Currency | Yes; the exchange rate is explained in Documents in another currency |
| Notes and lines | Yes, copied |
| Technical attachments | Yes, copied |
| Versions and their PDFs | No: they stay on the quote, and the order shows them in its Quote tab |
Also:
- The accepted version is recorded: the latest one generated at that moment. It's marked as Accepted and can no longer be deleted. If you changed anything since the last PDF, generate another before accepting. If there wasn't one, the order will say Accepted with no version generated.
- The quote moves to Accepted. Production, shipping and payment happen from the order.
- It takes you to the newly created order, which shows the From quote #N chip to go back.
An accepted quote can still be edited
It's not a legal document: you can change lines, price, dates or generate another PDF. Those changes don't touch the order, which has its own copy; the new version does appear in its Quote tab. What you can't do is change the resolution (reject it or move it back to Sent) while the order is alive. If you made a mistake, cancel the order and the quote is free again. If you accept it again, a new order is created.
Rejecting
Click the last dot and choose Rejected. The rejection date is recorded.
It can be recovered at any time (see the shortcuts above). It's the typical case of the customer who comes back two weeks later.
Delete a quote
Three-dot menu in the header → Delete quote. It can be done in any state, including accepted. In that case the confirmation is more insistent: the order keeps its lines and attachments, but loses the From quote chip and its Quote tab.
| What | What happens on deletion |
|---|---|
| The quote | It disappears from the list, from the header figures and from searches. |
| Its number | It stays reserved forever: the next one continues the series and no number is repeated. |
| Its files | Deleted completely: its versions' PDFs and its attachments. |
It can't be undone
There's no way to recover a deleted quote.
A customer with live quotes can't be deleted, just like one with orders: BolloPrint tells you which ones they are.