Quote status history

This functionality allows you tofollow the evolution of each quote over time, displaying acomplete history of status changes.

What does the history contain?

For each quote, the status history presents the following information:

• Old status → New status: ex.In Progress→ Accepted

• Date and time of change

• User Namehaving made the modification

Strengthened traceability

This traceability is essential for:

• Understand the decisions made around a quote

• Identifywho did whatAndWhen

• Justify a refusal, delay or validation

Use case:

• You need to check when a quote has been accepted by the sales department

• You want to identify the user who modified a quote

• You want to analyze the delays between creation and validation

Benefits:

• Transparent and clear tracking

• Secure traceability of actions

• User accountability

• Save time during audits or disputes