Track quote statuses: a simple pipeline so nothing is lost

Why a pipeline

Without a clear status you mix up follow-ups, forget a lukewarm client and overestimate the order book. Four or five columns are often enough.

Minimum states

1. Draft / to finish.
2. Sent - waiting for a reply.
3. Negotiating (variants, extras in discussion).
4. Accepted / declined / dropped (with a short reason so you learn).

Link it to expected turnover

Accepted quotes that have not started yet are often future cash. Tracking them separately from jobs in progress avoids unexpected cash gaps.

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