Clients can now decline a quote in the Client Hub
Quote answers are no longer just yes or maybe. Clients can decline a quote right in the Client Hub, and you find out straight away.
Until now, a client opening a quote could approve it or request changes, but there was no clean way to say no. Quotes they did not want just sat there awaiting a response, leaving you to guess whether to follow up. Clients can now decline a quote directly in the Client Hub.
What changed
A sent quote now shows a Decline option alongside Approve and Request Changes. The client can add a reason, but it is optional, and once they decline the quote is marked Declined and settled. You get an in-app notification and an email the moment it happens, just like you do for an approval. Declined quotes are easy to find later: filter your Quotes list by Declined, then open one to see the reason the client gave.
Why it matters
A declined quote is a clear answer. Instead of chasing quotes that were never going to land, you see exactly where each one stands and can put your time into the ones still in play. This one came straight from a customer request.