Quote lifecycle
Use controlled quote actions rather than free-form status editing.
Environment-aware guidance
Exact buttons and available actions can vary with company plan, role permissions and enabled capabilities. Stoneware workflow rules and server-side checks remain authoritative.
Supported lifecycle
Draft, Send, Sent, Accept, Decline, Expire, Revise, Duplicate and Cancel are part of the verified Stoneware quote lifecycle.
History
Revisions and cancellations should preserve commercial history instead of overwriting the original intent.
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