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When a customer chooses not to proceed with a Quote, rather than deleting the Quote from Ascora and losing the record from a customer’s history, you can mark the Quote as Lost.


1.  From the Quote Card, click the Mark as Lost button.  

Click to mark the Quote as lost



2.  The Reason For Loss pop-up window will display.  Select a reason from the dropdown menu.


NOTE: If the correct reason does not exist in the dropdown menu, navigate to Administration → Quotes, where you can add a new option here:


Ensure you select Save at the top right-hand side!


Re-Open a Lost Quote

A Quote that has been marked as Lost can be re-opened by clicking the Mark As Open button on the Quote Card.  The status of the Quote will change from ‘Lost’ to ‘In Progress’.

Click to re-open a lost Quote




A Quote that has been marked as Lost can also be converted into a Job (without having to re-open the Quote) by clicking the Convert to Job button on the Quote Card.


Click to convert a lost Quote into a Job


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  1. Anonymous

    How do I run a lost report and that shows what quotes where marked as lost within a date range and the reasons for the lost?

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