Sending and closing a quote
Last updated: October 24, 2026
What it does
Send a quote to your customer, then close it once they decide. A quote goes from draft to sent, then ends as won or lost.
| Action | Where | What it does |
|---|---|---|
| Review Quote | The header of a draft | Opens the send window. Sending moves the quote to sent. |
| Mark as Won | The header of a sent quote | Raises a sales order from the quote and opens it. The order starts with the quote’s team, assignee and watchers. |
| Mark as Lost | The header of a sent quote | Closes the quote as lost. |
| Resend Quote | More Actions on a sent quote | Opens the send window again. |
Before you start
- Won and lost are both final. A quote in either state leaves the count of active quotes your plan limits, which Creating an order sets out. You can then delete it.
- You can no longer edit a lost quote, as Editing, duplicating, cancelling and deleting says. The Edit button goes from the header.
- You can edit a won quote. The sales order raised from it is a separate order, and editing the quote does not change it.
How to use it
- Open the quote and select Review Quote.
- Check the preview in the send window, fill in the recipient and your message, and send it.
- When the customer accepts, select Mark as Won. Lucrii opens the sales order it raises.
- When the customer declines, select Mark as Lost.
On a narrow screen, Review Quote, Mark as Won and Mark as Lost are under More Actions.
Related
- Emailing and downloading documents: Email a quote, invoice or purchase order to the order’s contact, or download it as a PDF.
- Editing, duplicating, cancelling and deleting: Edit, duplicate or cancel an order, or delete it with Trash under More Actions.
- Quotes, sales orders and purchase orders: Find your quotes, sales orders and purchase orders, filter each list by status and read its figures.
Changes
- Help pages for every feature - 2026-09-30
- Purchase order and quote documents - 2026-09-30