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Quotes (RFQ)

Closing, archiving and reopening

Written By Timothy Murenzi

When you're finished with a quote, close it to move it out of your active list. Nothing is deleted, and you can reopen it at any time.

Close a quote

Open the quote and click Close at the top right.
Type Close & archive in the confirmation box.
Click Close & archive.

The Close quote confirmation with Close & archive typed in

The quote's status becomes Closed and you're returned to the Quotes list.

Find closed quotes

On the Quotes page, click Archived (next to Active) at the top right.

The Archived quotes list showing closed quotes

Reopen a quote

Open the quote from the Archived list. Closed quotes are read-only — the accept/reject buttons are hidden.
Click Reopen at the top right.

A closed quote with the Reopen button highlighted

The quote moves back to the Active list with the status Reviewing, ready for more decisions.

Closing never deletes anything — responses, decisions, applied pricing history and PO links are all kept.

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