Mark a quote Not chosen
When your customer bought the 3-year renewal, the 1-year quote you also sent shouldn't sit in your pipeline as a deal that went quiet. On the quote page, open the status menu and choose Mark as Not chosen.
- Current asks which quote they went with. Pick one of the quote's options or another quote for the same client, and the two are linked as options. If they bought it somewhere else, choose Not in Current.
- Not chosen quotes leave the Draft and Sent / viewed figures on the Quotes list and the pipeline on your dashboard. They still count in the total value.
- Not chosen now shows instead of Declined or Expired, so an alternative never looks like a lost deal.
- Changed your mind? Choose the quote's current status from the same menu to remove the mark. Sending or accepting the quote again, or creating a purchase order or invoice from it, also removes it.
Find options in your older quotes
Quotes you wrote before options existed can be grouped too. On the Quotes list in Sales Tracker, click Find options. Current suggests likely pairs: an accepted quote and another quote for the same client, sent around the same time and before the customer chose, with mostly the same lines.
Nothing is ticked for you. Tick the pairs that really were alternatives and link them in one go. The other quote in each pair then reads Not chosen.
Your AI assistant can do it too
Through the Current connector, Claude can now link and unlink quote options, mark a quote Not chosen, and find and link likely option pairs. Before it links or marks anything, it shows you what will change and waits for you to confirm. It also sees the same status words as the app, such as No reply and Not chosen, and can list quotes by them.
Fixes
- In a quote's Order progress card, the option your customer picked always reads Chosen, even after a purchase order or invoice for it was cancelled.
- If two people answer the same quote from different emailed links at the same moment, the first answer stands and the second no longer overwrites it.
- Security updates to third-party components.