Set up Quote Pipelines to make sure your quotation processes are followed company-wide. A Quote Pipeline shows your typical quoting process, and its statuses represent the stages involved in that process. For example, your first status may be 'Send Quote', followed by 'Awaiting PO', then either 'Ordered' or 'Lost' as your closing statuses.

Quotes don't have their own pipelines. They share Opportunity pipelines, which are configured in the Opportunity Pipeline setting.

Follow these steps to build a pipeline from the statuses you have already configured.

To configure your Quote Pipelines, navigate to System Settings and select Opportunity Pipelines.
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Click the Click to Configure link, and the Configure Opportunity Pipeline window will open. To add a new Quote Pipeline, click the plus icon in the top right-hand corner of the screen.

You'll then be asked to give the new Opportunity Pipeline a Description. Make sure this is relevant to the quotation process that the pipeline will be used for. Once you're happy, click Create.

Now that you've created the Quote Pipeline, you'll need to add the required statuses by clicking the pencil icon.

This will open a sidebar where you can make various edits to your new Quote Pipeline. To add the required statuses, click the plus icon on the right-hand side of the Status heading.

You'll then be presented with a list of all the active statuses you currently have configured within the CRM. Select the statuses you want to add to the Quote Pipeline by ticking the boxes next to them. Once you're happy with your choices, click Update.

Once your statuses have been added, drag and drop them into the desired sequence. The status at the top of the list will be the first in the pipeline.

Finally, set up your closing statuses by clicking the plus icon on the right-hand side of the Closing Status section.

You'll then be presented with a list of all the closing statuses already configured within the CRM. Again, select the closing statuses you want to add to the Quote Pipeline by ticking the boxes next to them. Click Update once you're happy with your selection.