Editing & statuses
Editing a quote
Only approved quotes are locked. Draft, sent, and rejected quotes all carry an Edit button, and you can change anything on them: line items, sizes, types, locations, fees, and price. Send the revised version and the customer reviews it fresh.
An approved quote opens read only. It has already produced an invoice and a job, and those are what you edit from there. See Editing invoices.
The four quote statuses
| Status | Meaning |
|---|---|
| Draft | You’re still building it. The customer hasn’t seen it. |
| Sent | It’s out for approval. |
| Approved | The customer signed off. An invoice and job were created. |
| Rejected | The customer declined. |
These four are the backbone of the approval flow, so they can’t be deleted. The pipeline you shape yourself is your invoice pipeline, where you add stages like QC, receiving, and shipped. See Build your own workflow.
Pinning a default filter
The Quotes list opens on All Statuses unless you tell it otherwise. Filter to the status you check most, like Sent, and click Set as default. From then on the list opens there for you every time you visit. It’s per person: a manager and an admin working the same shop can each pin a different view without stepping on each other’s.
Filter back to All Statuses and the button reads Clear default, which removes the pin.
Recovering a rejected quote
Rejection isn’t the end of the road. A rejected quote gives you three ways forward:
- Edit it in place, same as any draft.
- Revert to Sent (or Revert to Draft, if it was never sent) puts it back in a workable state and clears the rejection. The button names the destination so you know where it’s going.
- Duplicate it into a brand new draft, leaving the rejected original as a record.
You can’t email a rejected quote. Send Quote refuses until you revert or duplicate it. See Sending for approval.
Duplicating a quote
Duplicate is on draft, sent, and rejected quotes. It copies the customer, title, line items, and fees into a fresh quote numbered next in sequence and set to Draft. This is the supported way to resend anything that’s out of circulation, and the way to reuse a repeat order without rebuilding it.
Deleting a quote
Delete is available on a quote of any status, including approved ones, and it removes the quote’s line items and fees with it. Deleting one quote or a batch from the list works the same way: pick the ones you want, and each is deleted or refused on its own, so one rejection doesn’t stop the rest.
Deleting an approved quote doesn’t touch the invoice or job it created. Both stay put, they just stop linking back to a quote that no longer exists.
The one thing that blocks a delete is money. If the quote’s invoice has been paid, in full or in part, ManagePrint refuses and tells you to void or refund that invoice first. An unpaid invoice is not a reason to keep the quote around.
Assigning a task (beta)
Shops with the tasks beta get an Assign Task button in the action bar of every quote, letting you hand off a mockup, artwork, or a pricing check to a teammate. See Assigning tasks for how it works and who can use it.
Archiving an approved quote
Some shops keep negotiating after a quote is approved: the customer adds more shirts, the invoice gets edited, and the original quote is left showing an order that’s no longer what shipped. Duplicating that quote months later to re-run the job re-quotes a price the customer never actually agreed to.
Archiving files a quote away without deleting it. It’s still readable, still linked from its invoice, and can still be duplicated, it just stops showing up by accident.
- Archive any quote by hand from its own page. The button sits with the other actions and reads Archive; on an already-archived quote it reads Restore. Either way it’s reversible.
- Archive approved quotes automatically. Turn on Archive a quote when it’s approved in Settings → Workflow → Approved quotes and every quote files itself away the moment it’s approved, including one a customer approves themselves from their signing link. Switching this on also files away the approved quotes you already have; switching it off later leaves those filed.
- Keep archived quotes out of search. A second toggle in the same settings card, Keep archived quotes out of search, removes archived quotes from the command palette and from a customer’s own page. Off, they still turn up there, just not in the main Quotes list.
Archived quotes get their own view: filter the Quotes list to Archived to see everything filed away. They keep whatever status they had (approved, usually) and don’t count against any other filter.
After approval
Once a quote is approved it has done its job. From there you work with the invoice it created (for the money) and the job it created (for the work).