Quotes move through a defined set of statuses that reflect where they are in the approval process. Understanding these statuses keeps your billing pipeline clear.
The five statuses
- Draft
- The quote has been created but is not yet ready to share. It does not appear in the couple's portal. Use Draft while you are still building out the line items or waiting for internal approval.
- Sent
- The quote has been shared with the couple (portal visibility is on). The couple can see it and review the line items. Update a quote to Sent when you are ready for the couple to review it.
- Accepted
- The couple has agreed to the quote. In Weddinguru, you mark a quote as Accepted manually — there is no self-service acceptance by the couple. Once a quote is Accepted, you can convert it directly to an invoice.
- Rejected
- The couple has decided not to proceed with the quote. You can record a reason for the rejection — this is useful for tracking why proposals were declined. A Rejected quote can be duplicated to create a revised version.
- Superseded
- The quote has been replaced by a newer version. Mark a quote as Superseded when you create a revised quote to replace it. The original quote remains in the system for reference but is no longer the active version.
Converting an accepted quote to an invoice
When a quote is in Accepted status, a Convert to Invoice button appears at the top of the quote. Clicking this creates a new invoice pre-populated with all the same line items. You can then set the due date, adjust any items if needed, and save the invoice. The original quote is retained and linked to the invoice for reference.
Superseding a quote
If a couple requests changes after you have sent a quote, the cleanest approach is to:
- Mark the existing quote as Superseded.
- Create a new quote with the revised figures.
- Set the new quote to Sent and enable portal visibility.
This keeps a clear audit trail showing the evolution of the pricing discussion.