What happens when a customer accepts a quote?

The job moves to Approved, the deposit invoice is drafted from the quote, and the office gets a notification on their phones. Send the deposit when you are ready; there is no other step to remember.

1 minute read · Updated October 2026

This screenshot is generated from the live interface and updates whenever the screen changes. Links in this article open the product in a new tab.

Step by step

1. 1Open the screen named in the answer above from the left-hand menu.
2. 2Find the item you want to change and click it.
3. 3Make the change. It saves as you go; there is no Save button to miss.

Good to know

• Installers never see prices, costs or invoices, whatever screen they are on.
• Nothing in WrapFlow is permanently deleted on the first click. Deleted things are hidden and can be brought back for 30 days.
• If something here does not match what you see, the screenshot above is from the current version; tell us and we will fix the words.