# Quotes URL: https://docs.sparklayer.io/help/pulse/quotes Track your open quotes in Pulse: see how long each has waited, set its status, amend or delete it, chase the customer and convert it into an order. > **Pulse is in early access.** Request it for your sales team. [Request early access](https://feedback.sparklayer.io/get-started?choice=now). [Try the interactive demo](https://www.sparklayer.io/pulse/). > **Quick summary** > > - **Quotes** in Pulse is your quote pipeline: what's open, what it's worth, how old each quote is and which have gone stale. > - Each quote has a status: **Open**, **Awaiting customer**, **Accepted** or **Declined**. Open and Awaiting customer quotes count as open. An open quote goes stale once it has been open 14 days or more. > - From a quote you can change its status, amend its lines, delete it, send the customer a reminder, or convert it into an order. Changes you make are saved to the quote in the Quoting Engine, and the customer sees them. > - Quotes come from the [Quoting Engine](https://docs.sparklayer.io/help/ordering/quoting.md), included on Pro and Enterprise and an add-on on other plans. A quote that nobody follows up is a lost order. **Quotes** lists every quote your accounts raised in the date range, largest first, with its age next to the day it was raised. You can see at a glance which customers are waiting on you, and which you're waiting on. New to Pulse? Start with [Pulse](https://docs.sparklayer.io/help/pulse.md) for how to open it and how the date range works. ## The Quotes screen 4 tiles sum up your open quotes. The **Pipeline** table lists each quote. | Part | What it shows / does | | --- | --- | | **Open quotes** tile | How many quotes are open: still awaiting a decision. | | **On the table** tile | The total value of the open quotes. | | **Oldest open** tile | The age in days of the oldest open quote, with its number and account. Click it to open that quote. | | **Gone stale** tile | How many quotes have been open 14 days or more (**open 14+ days**). | | **Pipeline** table | One row per quote, largest first: **Quote**, **Buyer**, **Raised**, **Age**, **Status**, **Lines** and **Value**. Accepted and declined quotes are greyed out. 20 quotes a page, with **Previous** and **Next**. Click a row to open the quote. | | **Age** | Days since the quote was raised, such as **9d**. A stale quote shows **stale** in red, such as **16d · stale**. Hover over the age to see how it was counted. After you send a reminder, the date you chased it appears here. | | **amended** | Shown next to a quote number when its lines have been changed since it was raised. | | **Status** filter | Show quotes with one or more statuses. The menu shows how many quotes have each. | | Search | Type a quote number or an account name (**Quote or buyer…**). | | **Download CSV** | Saves every quote in the table, with your filter and search applied, as a CSV file. | Click **Open quotes**, **On the table** or **Gone stale** to list the quotes behind it, largest first. ### Quote statuses Each quote has 1 of 4 statuses: | Status | Meaning | | --- | --- | | **Open** | No reply yet. | | **Awaiting customer** | With the customer: you've done your part and you're waiting for them. | | **Accepted** | Off the pipeline: the customer has said yes. | | **Declined** | Kept for the record: the customer has said no. | A status you set in Pulse is saved to the quote in the Quoting Engine, and the customer sees it. ## Change a quote's status 1. In Pulse, click **Quotes** in the sidebar, then click the quote. 2. Click the status next to the quote number. 3. Choose **Open**, **Awaiting customer**, **Accepted** or **Declined**. **More detail** Accepted and Declined quotes leave the open totals and the **Gone stale** count. They stay in the **Pipeline** table, greyed out, so you keep a record. The change is added to the quote's timeline and saved to the quote in the Quoting Engine, so the customer sees the new status. ## Amend a quote 1. Open the quote and click **Amend** above its lines. 2. Change a quantity with the **−** and **+** buttons, or type a new one. 3. To take a product off the quote, click the bin icon on its line, or lower its quantity to 0. 4. Check the new total, shown next to the old one, then click **Save changes**. **More detail** You can amend open quotes only (**Open** or **Awaiting customer**). Amending changes quantities and removes lines: it can't change prices or add products. If you remove every line, saving asks you to confirm, then deletes the quote. Click **Cancel** to leave the quote as it was. Your changes are saved to the quote in the Quoting Engine, so the customer sees the new lines. ## Delete a quote 1. Open the quote and click **Delete quote**. 2. Click **Delete quote** again to confirm. The quote is deleted from the Quoting Engine too, so the customer no longer sees it. This can't be undone. To keep a record of the quote, set its status to **Declined** instead of deleting it. ## Send the customer a reminder 1. Open the quote and click **Send reminder**. On a stale quote the button is highlighted. 2. Check Pulse's draft, which lists the quote's lines and total, and click **Copy**. 3. Paste it into an email to the customer and send it from your own mailbox. 4. Back in Pulse, click **Mark as sent**. Pulse adds a task to check the quote in 3 days, and the button then reads **Chase again**. **More detail** **Send reminder** is only shown on open quotes. Pulse doesn't send the email for you. For what the draft contains and what **Mark as sent** records, see [Send a reminder](https://docs.sparklayer.io/help/pulse/records.md#send-a-reminder). ## Convert a quote into an order 1. Open the quote and click **Convert to order**. Pulse opens the order builder, signed in as the customer, with the quote's lines at the quoted prices. 2. Check the order and place it. **More detail** **Convert to order** is only shown on open quotes. Converting doesn't change the quote's status: set it to **Accepted** once the order is placed. To start a separate order for the same account and leave the quote as it is, click **New order for** and the account's name instead: it opens an empty basket. See [Order for a customer](https://docs.sparklayer.io/help/sales-ordering/order-for-a-customer.md). ## How the figures are worked out | Figure | How it's worked out | | --- | --- | | Which quotes are listed | Quotes raised in the date range. Widen the date range to see older quotes. | | Open | A quote with the status **Open** or **Awaiting customer**. | | **Age** | The number of days from the day the quote was raised to today, whatever the date range. A quote raised today is 0 days old. | | Stale | An open quote that has been open 14 days or more. Accepted and Declined quotes are never stale. | | **Oldest open** | The open quote in the list with the highest age. | | **On the table** | The total value of the open quotes in the list. | | **Value** | The quantity times the unit price of each line, added up. | | Lists behind the tiles | Every open quote, or every stale one, whatever the date range. They can list more quotes than the tile counts. | Quotes are never counted as orders anywhere in Pulse. Each quote also opens in a panel with its lines, **Quote economics** and the account: see [A quote](https://docs.sparklayer.io/help/pulse/records.md#a-quote). ## FAQs **When does a quote go stale?** When it's still open (**Open** or **Awaiting customer**) and has been open 14 days or more. Its age shows **stale** in red, it counts towards **Gone stale**, and **Send reminder** is highlighted. **Why can't I see an old quote?** The list only shows quotes raised in the date range. Choose a longer range, such as **Last 24 months**, and clear the **Status** filter. **Why is there no Amend, Send reminder or Convert to order button?** They're only available on open quotes. Change the status back to **Open** first if the customer has changed their mind. **Does converting a quote close it?** No. **Convert to order** puts the quote's lines into an order, but the quote stays open. Set its status to **Accepted** once the order is placed, so it leaves your open totals.