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Use this form to manage the status values for your offers. Define your own statuses such as "in progress", "sent", "won" or "lost" to document the processing status of your quotes and track the quote process transparently. The statuses support you in evaluating the success of your offers and in sales management.
Identification
Basic information for unambiguous identification and designation of the offer status, including abbreviation and full name.| Property | Description |
| Code | This field contains a short, unique abbreviation to identify the current offer status. It enables offers to be entered quickly and filtered efficiently according to their status. This information is mandatory in order to ensure uniform status management in project management. |
| Status | This designation represents the current status of a quotation in project management. It is crucial for tracking and evaluating the quotation process and is displayed in all relevant reports and overviews. Precise and meaningful wording is important to effectively communicate the progress and success of quotations. |