# Track and convert quotes

_The Quotes panel and the customer's Quotes tab: statuses (Draft, Sent, Viewed, Accepted, Refused, Expired, Converted), filters, indicators, resend, mark acceptance or refusal, requote, turn into a booking and delete._

> **💡 Tip**
>
> Check the **Conversion funnel** every week. Many **Viewed** quotes that do not become **Accepted** call for a reminder (**Resend reminder** in bulk); many **Refused** for **price too high** are a sign to review the table or offer a [combo](/en/configuracao/cadastros/combos/).

Once a quote is [created and sent](/en/operacao/orcamentos/criar-e-enviar-um-orcamento/), its life goes on in the **Quotes panel** (Dashboard) and in the **Quotes** tab of the customer profile. That is where you see who opened the link, who accepted, who refused and why, resend the reminder, record the answer given at the counter, turn the accepted quote into a booking and measure the team's conversion. This article explains each status, each action and what happens to the quote in each one.

## The quote statuses

Every quote goes through these statuses, in this order:
- **Draft**: saved, never sent. It is the only status in which it can still be edited;
- **Sent**: the link went out on WhatsApp or was copied;
- **Viewed**: the link was opened for the first time;
- **Accepted**: the pet owner accepted through the link, or you recorded the acceptance;
- **Converted**: it became a booking. This is the end point: it cannot be deleted or changed.

Two statuses close the quote without a sale: **Refused** (with the reason) and **Expired** (validity passed without an answer). An overdue quote shows as **Expired** everywhere in tecpet even before the day turns; the definitive update happens every day in the early hours.

## Step 1: Open the Quotes panel

On the top menu, click **Dashboard** and then **Quotes panel**, on the side menu. The screen opens with the filters at the top, four indicators, the quotes list and, below, the funnel and the conversion by attendant. The **Hide values** button hides the amounts in reais on the screen, useful when the screen is visible at the counter.

![Quotes panel with the filters, the four indicators, the list with one quote and the conversion funnel](https://help.tec.pet/_md-assets/acompanhar-e-converter-orcamentos__painel.png)

## Step 2: Filter and read the indicators

The filters apply to the list, the indicators and the funnel:
- **Period**: **Today**, **Last 7 days**, **Last 30 days**, **This month** or **All time**, always by creation date;
- **Attendant**: who confirmed the quote with the operator code;
- **Customer or pet**: searches by the customer's name, by the name given on an unregistered-customer quote or by the quote number;
- **Add filter** opens two more: **Status** (several at once) and **Lead origin** (Counter, Phone, WhatsApp, Website).

The four cards summarize the period: **Volume** (how many quotes), **Conversion rate** (how many became bookings), **Time to accept** (average between sending and acceptance) and **Converted revenue** (the sum of converted quotes).

## Step 3: Understand the list

Each row brings the **number** (e.g. *#0002*), the **customer** and the **pets**, the **value** (with the number of items and the discount), the **status** and the **Sending / Validity** column, which shows when it was sent or created and until when it is valid (*expires in 2 days*, *expires today*, *expired on...*). Click the row to open the detail. The list shows **6 quotes per page**, newest first. Tick the box of several rows to use the **bulk actions**: **Resend reminder**, **Mark as refused** and **Mark as expired**.

## Step 4: Use the row actions menu

The **three dots** button at the end of the row opens the quote actions:
- **Open quote**: the full detail;
- **Resend quote**: sends the link again on WhatsApp (tecpet confirms first). A quote for an unregistered customer gets no automatic message: the link is left for you to send by hand;
- **Copy link**: copies the public address (only after the first send);
- **Turn lead into customer**: only on an unregistered-customer quote (see below);
- **Mark as accepted**, **Mark as refused** and **Mark as expired**: record at the counter the answer the pet owner gave outside the link;
- **Delete quote**: removes it for good (see the warning at the end of the article).

Actions that make no sense for the current status appear disabled.

![Actions menu of a quote open on the list, with Open, Resend, Copy link, Mark as accepted, refused or expired and Delete](https://help.tec.pet/_md-assets/acompanhar-e-converter-orcamentos__menu-da-linha.png)

## Recording a refusal

When you **Mark as refused** (on the row, in bulk or through the **Customer refused** button in the detail), tecpet asks **Why did the customer refuse?** with the same reasons the pet owner sees on the link: **Price too high**, **The deadline does not fit**, **Going somewhere else**, **No longer needed** and **Other reason** (with a required description). The reason feeds the funnel and stays in the customer's history.

![Why did the customer refuse? window with the five reasons and the Describe the reason field](https://help.tec.pet/_md-assets/acompanhar-e-converter-orcamentos__motivo-da-recusa.png)

## Step 5: Open the quote detail

The detail shows the status, who created it (**Created by**), the context box (validity and days left, acceptance date, refusal reason or the booking generated), the **Link tracking** (Created, Sent, Viewed, Accepted or Refused, Converted, each with date and time), the **Items** table with pet, quantity, unit price and total, the totals and the **Customer link**. The footer buttons change with the status:
- **Draft**: **Send quote**;
- **Sent** or **Viewed**: **Customer refused**, **Copy link**, **Resend link** and **Customer accepted**;
- **Accepted**: **Copy link** and **Turn into booking**;
- **Refused** or **Expired**: **Requote**;
- **Converted**: **See booking**.

**Customer accepted** and **Customer refused** are internal records: the pet owner gets no notice.

![Detail of a Viewed quote, with the link tracking, the items, the totals and the Customer refused, Copy link, Resend link and Customer accepted buttons](https://help.tec.pet/_md-assets/acompanhar-e-converter-orcamentos__detalhe.png)

## Step 6: Turn the accepted quote into a booking

With the quote **Accepted**, click **Turn into booking**. tecpet opens the [booking wizard](/en/operacao/agenda/criar-um-agendamento/) with the **From quote #N** banner at the top, the customer already resolved and the quote's pets marked. You pick the pet (one booking serves one pet), confirm the services and set the **date and time**, which never come from the quote. When you save the booking, the quote moves to **Converted** and gets the **See booking** button. If you close the wizard without booking, the quote stays **Accepted**.

What carries over from the quote to the booking: with **one pet**, the services, the discount (in reais) and the pickup and delivery. With **two or more pets**, only the pets are marked, and discount and pickup and delivery must be entered on the booking, because they applied to the whole set. **Plans and custom items do not carry over**: a plan is sold through the [plan sale](/en/operacao/planos/vender-um-plano/) flow, and a custom item does not exist on a booking. The booking price is always today's table price.

![Booking wizard opened from the quote, with the From quote #2 banner and the pet marked as On the quote](https://help.tec.pet/_md-assets/acompanhar-e-converter-orcamentos__converter-em-agendamento.png)

## Requoting a refused or expired quote

On a **Refused** or **Expired** quote, the **Requote** button creates a **new** quote, with a new number and link, the same items and **today's prices**. The old one stays in the history with the status it had. It is also the way to go when the pet owner clicks **Request new quote** on the expired link: the panel tells you they asked, and you requote.

## Turning a lead into a customer

A quote made for an **unregistered customer** has the **Turn lead into customer** action (on the row menu and in the detail). The window already comes with the **Name** and the **WhatsApp** typed on the quote; fill in **E-mail** and **CPF** if you want and click **Create customer**. The record is created and linked to the quote, which stays the same. The pets typed on the quote do **not** become registered pets: register them on the [customer profile](/en/operacao/clientes-e-pets/cadastrar-e-editar-pet/) before converting into a booking.

## Funnel and conversion by attendant

Below the list, the **Conversion funnel** shows how many quotes of the period reached **Sent**, **Accepted** and **Converted**, with the value of each step and the percentages between them. Next to it, **Conversion by attendant** lists, per employee, how many they quoted, how many they converted and the rate, with the **Team average** at the bottom. An acceptance recorded at the counter without sending counts as accepted, so keep the habit of sending the link so the funnel reflects reality.

## The quotes on the customer profile

On the customer profile, the **Quotes** tab gathers everything ever quoted for them: the **Awaiting reply**, **Open** (value that can still close), **Acceptance rate** and **Last quote** cards, the filters by **Period**, **Pet**, **Service** and **Attendant**, and the **History** with the groups **All**, **Open**, **Closed**, **Lost** and **Drafts**. The **New quote** button opens the wizard already with the customer and the pets. The **Quotes** item on the side menu shows a counter with the quotes awaiting reply. The actions are the same as on the panel.

![Quotes tab of the customer profile, with the indicators, the filters, the history groups and the Accepted quote](https://help.tec.pet/_md-assets/acompanhar-e-converter-orcamentos__aba-do-cliente.png)

## Deleting a quote

**Delete quote** (on the row menu or in the detail) removes the quote from every list and **disables the link** the pet owner received. The number is not reused. A **Converted** quote cannot be deleted, because it is the origin record of the booking.

![Delete quote? confirmation window, warning that the link sent to the customer stops working](https://help.tec.pet/_md-assets/acompanhar-e-converter-orcamentos__excluir.png)

## How to edit or undo later

A sent quote cannot be edited: use **Requote** to generate a new version. An acceptance or refusal recorded at the counter cannot be reverted; if you made a mistake, requote. Deleting is final. The booking generated by the conversion is a regular booking: it can be [changed](/en/operacao/agenda/alterar-um-agendamento/) or cancelled as usual, and the quote remains **Converted** with the notice that the origin booking is no longer available.

> **⚠️ Heads up**
>
> The panel shows the values to **any logged-in user**. If the counter should not see the converted revenue, keep **Hide values** on while the screen is exposed.

> **🚫 Caution**
>
> **Delete quote** is final: it disappears from the lists and the link the pet owner received stops opening. Prefer **Mark as refused** or **Mark as expired** to keep the history.

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_feature: orcamentos · atualizado em 2026-09-10 · fonte: https://help.tec.pet/en/operacao/orcamentos/acompanhar-e-converter-orcamentos/ · tecpet Central de Ajuda_