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Set up your own quotations workflow

Use this guide to understand how to customise your quotations module to reflect your own sales process

Open the quotations workflow

1. Click the cog icon

Dashboard with the settings cog icon highlighted in the top-right toolbar, beside the notifications bell and profile picture

2. Click "Workflows"

Settings menu list with the Workflows option highlighted below Team Settings, ready to click

3. Click "Quotations"

Workflows settings page with the Quotations tab highlighted in the workflow type list below Lead and Projects

4. Click "Edit"

Quote status table with Probability, Note, Show, Editable and Is Default columns, with the Edit button highlighted top right

Customize your statuses

5. Rename Existing Statuses

Quotations status settings table with Name fields for each status, Draft renamed to New and the Accepted Name field highlighted

6. Choose whether each status is "Editable"

Quote status table with Colour, Probability, Note and Show columns, highlighting the Editable checkbox for the accepted-by-client status

7. Choose which statuses are visible in your workflow

Quote status settings table with color, order and trigger columns, highlighting the checkbox on the orange status row

8. Set a probability against each status

(This is used to calculate weighted forecasts)

Quote status settings table with the Probability field for Sent set to 10, and the Won status Probability field highlighted

9. Apply your own choice of colours

Quote Statuses table with the Colour dropdown arrow highlighted for the Sent status, next to its 10 probability field

Save your workflow

10. Click "Save Changes"

Quote status settings table with Colour, Probability and Show columns, Save Changes button highlighted at top right

11. You have now set up your first quotations workflow

Quotation Statuses table listing New, Sent, Won, Lost and Old version, with the Long-Term workflow shown under Workflow

Learn more: workflows in Zigaflow

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