Status Configuration

Configure custom quote statuses for your workflow.

State vs. Status (Important)

B2B Quote typically distinguishes between:

• State: fixed lifecycle stage (system-driven, used by business logic)
• Status: configurable label used for workflow / UI / filtering (admin-managed)

In practice:

• states describe where the quote is in the lifecycle (draft, pending, in_review, approved, accepted, ordered, expired, cancelled…)
• statuses describe your business process (e.g. “Needs Tech Review”, “Waiting for Vendor”, “Approved – Awaiting PO”)

See:

• Quote Lifecycle

Status Management

Sales >B2B Quotes > Quote Statuses

Create Status

1. Click "Add New Status"
2. Configure settings
3. Save

Status Settings

Allowed Transitions

Status transitions are configured in a dedicated admin screen:

• Status Transitions

Tip: If transitions are too strict, admins/customers will see “invalid transition” errors. Start with a permissive matrix, then tighten.

Status Colors

Visual identification in grids:

Custom Status Examples

Needs Approval

Label: Needs Approval Code: needs_approval Color: Orange Behavior: Visible to customer, Allow messages Transitions From: Review Transitions To: Approved, Rejected

On Hold

Label: On Hold Code: on_hold Color: Yellow Behavior: Hidden from customer, No editing Transitions From: Any active status Transitions To: Review, Rejected

Partial Accepted

Label: Partially Accepted Code: partial_accept Color: Light Green Behavior: Visible, Allow messages Transitions From: Approved Transitions To: Accepted, Negotiation

Status Workflow

Simple Workflow

Draft → Submitted → Review → Approved → Accepted → Ordered ↓ Rejected

Advanced Workflow

Draft → Submitted → Review → Needs Approval → Approved → Accepted → Ordered ↓ ↓ ↓ On Hold Rejected Counter Offer ↓ ↓ Review Re-Review → Approved

Translation

Status labels support multiple store views:

1. Open status
2. Switch store view
3. Enter translated label
4. Save

Best Practices

1. Keep It Simple: Start with default statuses
2. Clear Names: Use descriptive labels
3. Logical Transitions: Define sensible workflows
4. Consistent Colors: Use color coding meaningfully
5. Document Changes: Record custom status purposes

Related

• Quote Management
• Quote Lifecycle
• Status Transitions
• Workflow Rules