> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Change a quote status

> Recall a quote, mark it as lost, cancel it, accept it manually, or delete it

Most status changes happen on their own: requesting approval, sharing, and signing move the quote forward. When a deal changes course, you change the status yourself from the quote editor or the quote list.

## Where to find the actions

* **In the quote editor**: click **More actions** (⋮) at the right of the header
* **In the quote list**: click the **⋯** menu at the end of the quote's row

Only the actions allowed for the current status are shown.

| Action | Available when the quote is | Result |
| - | - | - |
| **Recall** | Pending approval, Approval rejected, Approved, Published, Pending signature, Lost, Canceled | **Draft** |
| **Set status to lost** | Approved, Published, Pending signature | **Lost** |
| **Set status to canceled** | Draft, Approved, Published, Pending signature, Lost | **Canceled** |
| **Set status to accepted** | Approved, Published | **Accepted** (final) |

## Recall a quote

Use **Recall** to bring a quote back to **Draft**, for example to rework a published quote or to reopen a lost one.

1. Click **More actions** (⋮) or the row's **⋯** menu.
2. Select **Recall**.

The quote is back in **Draft**. If it was published, your customer sees "Your quote has been unpublished" in the Dealroom and is told they'll be notified when it's republished. Share the quote again when it's ready.

## Mark a quote as lost

When the customer declines or chooses a competitor:

1. Click **More actions** (⋮) or the row's **⋯** menu.
2. Select **Set status to lost**.

The status changes immediately; there's no reason to enter. A lost quote can't be shared or saved until you recall it.

## Cancel a quote

When a quote is no longer relevant, for example a duplicate or a test:

1. Click **More actions** (⋮) or the row's **⋯** menu.
2. Select **Set status to canceled**.

Canceled quotes are excluded from the **Closing rate** of the quote list.

## Mark a quote as accepted

When the customer accepted the quote outside Qwoty, for example with a signed PDF:

**1. Check the customer**

The quote must have a customer. Otherwise the action is disabled with "The quote must have a customer to be marked as accepted".

**2. Accept the quote**

Click **More actions** (⋮) or the row's **⋯** menu, then **Set status to accepted**.

**3. Confirm**

In **Confirm quote acceptance?**, click **Confirm**.

> [!WARNING]
>
> Accepting is irreversible: the status can no longer be changed, and the quote can no longer be edited.

## Delete a quote

If your role allows deleting quotes, the row's **⋯** menu also has **Delete**. Type the quote number to confirm. Deleting destroys all of the quote's data; it can't be recovered and may affect your statistics.

## Related resources

> **[Quote lifecycle](https://docs.qwoty.io/user-guide/quotes/reference/lifecycle.md)**
>
> All statuses and transitions

> **[Quote list and analytics](https://docs.qwoty.io/user-guide/quotes/reference/quote-list-and-analytics.md)**
>
> How statuses feed the indicators

> **[Publish to Dealroom](https://docs.qwoty.io/user-guide/quotes/how-tos/publish-to-dealroom.md)**
>
> Share a recalled quote again

> **[Duplicate a quote](https://docs.qwoty.io/user-guide/quotes/how-tos/duplicate-quote.md)**
>
> Start a new quote from an existing one


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