How to Mark a Quote as Not Accepted

In this guide, we will walk you through the steps to mark a quote as not accepted in BigChange. This feature is particularly useful if you have selected the wrong quote by mistake or if a customer has changed their mind. Additionally, you can add a brief note or reason for the change if desired.

Accessing the Quotes Section

• Navigate to the CRM in the Top menu.
• Select Financial Documents in the side menu.

Locating the Specific Quote

• Use the filter to find the specific quote you need to mark as not accepted.
• You can filter by contact, document type, status, or other relevant details.

Marking the Quote as Not Accepted

• Select the quote.
• In the popup, select the "Mark as not accepted" icon.
• Select the "Mark as not accepted" icon.

Adding a Note or Reason

• After marking the quote as not accepted, you will have the option to add a note or reason.
• Enter the brief additional note or reason in the provided text box.
• Select "Ok" to confirm and save your changes.

Reviewing the Changes

• Return to the "Quotes list view" section to review the status of the quote.
• The quote should now be marked as not accepted.
• Any notes or reasons added will be visible in the quote details.

Conclusion

Marking a quote as not accepted in BigChange is a straightforward process that helps you manage your quotes efficiently. By following the steps outlined in this guide, you can easily correct mistakes or update the status of a quote based on customer feedback.