Quote Workflow States

The quote can have several states in Proliance. Each state indicates where the document is in its life cycle in Proliance. When you perform workflow actions on the document, the state of the document changes accordingly.

	State	Description
1	Draft	The quote is created but not sent to other recipients.
2	Issued	The quote has been sent to a recipient for review. Unless you are assigned the "State Read-Only Fields - Quote" security role, you cannot edit this quote.
3	Reviewed	The recipient reviewed the quote but is not required or expected to provide any revisions on the document. The recipient may create a change order or a contract from this quote. You can create a contract or a change order from the quote. Unless you are assigned the "State Read-Only Fields - Quote" security role, you cannot edit this quote.
4	Closed	The quote has been closed. The Awarding and Receiving company and any value that can affect the quote's total amount cannot be modified. Unless you are assigned the "State Read-Only Fields - Quote" security role, you cannot edit this quote.
5	Preliminary	The quote is sent to recipients as a notification of a potential cost. The recipient is not expected to return the quote. However, the quote may include a request for an instruction. Unless you are assigned the "State Read-Only Fields - Quote" security role, you cannot edit this quote.
6	Returned	The quote has been reviewed and returned to the original sender for revision. Unless you are assigned the "State Read-Only Fields - Quote" security role, you cannot edit this quote.
7	Revised	The recipient has modified the current quote and re-sent it for review. Unless you are assigned the "State Read-Only Fields - Quote" security role, you cannot edit this quote.
8	Canceled	The quote is archived but the amounts in the quote have no impact on the cost account.