Close an active quote

Can I do this task?

Important: You cannot edit a closed quote record.

1. In the Navigation Pane, click Sales, and then click Quotes.
2. Open the active quote that you want to close.
3. On the Actions menu, click Close Quote.
   • Status Reason

     Select the status of the item. The choices available by default are Lost, Canceled, and Revised.

   • Close Date

     Enter the date that the quote was closed.

   • Create a revised quote

     You may be closing Setting the status of a record to Closed. This hides it in lists of open records and sets some types of records to read-only. Several types of records are closed automatically when you qualify or disqualify them. the quote because you need to create a new, revised quote. If this is the case, select this option.

     - OR -

     Do not revise this quote

     If you do not want to create a revised quote, select this option.

   • Close the associated opportunity

     If this quote is associated with an opportunity, you can select Close the associated opportunity to close the opportunity.