# Managing Existing Quotes

### Quote States

Quotes may be in one of 6 states:

1. **Creating** - All unsent quotes in the process of being built.
2. **Pending** - A quote that has been emailed to the user and is awaiting their review and approval/rejection.
3. **Approved** - A quote that has been accepted by the end user. May have comments from the end user
4. **Rejected** - A quote that has been accepted by the end user. Should have comments from the end user regarding why the quote was rejected.
5. **Accepted** - A quote that has been approved by the end user AND accepted by the facility
6. **Archived** - All quotes that are no-longer active in the system. Generally accepted quotes are moved to "archived" after work has begun.

[![ActiveQuoteList.png](https://bookstack.cores.utah.edu/uploads/images/gallery/2024-02/scaled-1680-/activequotelist.png)](https://bookstack.cores.utah.edu/uploads/images/gallery/2024-02/activequotelist.png)

[![QuoteSearchOptions.png](https://bookstack.cores.utah.edu/uploads/images/gallery/2024-02/scaled-1680-/quotesearchoptions.png)](https://bookstack.cores.utah.edu/uploads/images/gallery/2024-02/quotesearchoptions.png)

### Deleting/Archiving Quotes

Creating and Pending quotes may be deleted at any time. Approved, Rejected, and Accepted quotes will be marked as archived instead of being deleted outright.

[![ArchiveQuoteButton.png](https://bookstack.cores.utah.edu/uploads/images/gallery/2024-02/scaled-1680-/archivequotebutton.png) ](https://bookstack.cores.utah.edu/uploads/images/gallery/2024-02/archivequotebutton.png)[![DeleteQuoteButton.png](https://bookstack.cores.utah.edu/uploads/images/gallery/2024-02/scaled-1680-/kIzdeletequotebutton.png)](https://bookstack.cores.utah.edu/uploads/images/gallery/2024-02/kIzdeletequotebutton.png)

### Accepting Quotes

An approved quote may be marked as accepted by clicking the "Accept Quote" button. Pending quotes may not be "force approved"

[![AcceptQuoteButton.png](https://bookstack.cores.utah.edu/uploads/images/gallery/2024-02/scaled-1680-/acceptquotebutton.png)](https://bookstack.cores.utah.edu/uploads/images/gallery/2024-02/acceptquotebutton.png)

### Previewing Quotes

Any quote that has been saved at least once may be previewed by clicking on the "View Quote PDF" button. This will open a PDF of the quote in question in a new tab for review.

[![ViewQuotePDFButton.png](https://bookstack.cores.utah.edu/uploads/images/gallery/2024-02/scaled-1680-/viewquotepdfbutton.png)](https://bookstack.cores.utah.edu/uploads/images/gallery/2024-02/viewquotepdfbutton.png)

<p class="callout info">Managers are encouraged to "Save" a quote and preview it prior to sending to ensure all appears as intended.</p>

### Duplicating Quotes

Any quote that has been saved at least once may be duplicated into a new quote. This is most often used to issue a new quote after a rejection since any quote no-longer in the "Creating" state cannot be edited.

[![DuplicateQuoteButton.png](https://bookstack.cores.utah.edu/uploads/images/gallery/2024-02/scaled-1680-/duplicatequotebutton.png)](https://bookstack.cores.utah.edu/uploads/images/gallery/2024-02/duplicatequotebutton.png)