Once your client has confirmed that they want to go ahead with the quote, then you can mark the quote as accepted in the Mettle app. The accepted tab acts as a placeholder for work that has been agreed but has not yet been completed.
Select ‘Open’ quotes from the invoices landing screen
Locate the quote that they want to mark as accepted and tap ‘Accepted’
The quote will move to the Accepted tab
Once a quote is accepted it will no longer expire like an open quote would, the status will always be accepted
Quotes can also be converted to an invoice by selecting ‘Convert to invoice’.
If your client doesn't want to go ahead with a quote then you can also mark a quote as ‘Declined’.