Expanded quote statuses in Assisted Sales

^{Moderate Upgrade}

This release adds 10 expanded quote statuses. The system derives the quote status from all Quote Versions on that quote, applies a priority order, and updates the value asynchronously. Quotes (Opportunities) previously were limited to a set of statuses (OPEN, CLOSED, PENDING_REVIEW, PROCESSING, FAILED) that did not accurately reflect where a quote stood in the sales pipeline. Users working in Assisted Sales get statuses that better match lifecycle stages and support automation.

Audience

Users who manage quotes in the Assisted Sales flow.

What changes

• Expanded Opportunity (quote) status values and automatic derivation from Quote Version state.
• Per-tenant (marketplace) activation through a marketplace setting (after internal rollout flags).
• Deletion rules updated according to status.

What doesn’t change

• Changes to Quote Version statuses themselves.
• Inactivity or abandoned-quote rules.
• Integration with external reporting tools.
• Automated archiving.

Customer impact

• Status labels and filters reflect the expanded lifecycle (for example, from Draft through Ordered, or Failed / Rejected where recovery is possible).
• When a Quote Version’s status changes, the parent quote’s status updates automatically; users do not update it manually.
• While the marketplace setting is off, behavior remains on the legacy status model for API consumers that rely on it.

UI changes

Where changes appear

Location	Change
Quote listing	Status column and status filter support legacy and expanded models, depending on tenant configuration.
Quote detail	Status badge uses the new labels when the expanded model applies.

Quote status values

When the expanded model is active, Opportunity status uses the following values:

Status	Meaning
Draft	No Quote Versions exist.
Open	At least one Quote Version is active.
Pending Customer Approval	A Quote Version is awaiting customer action.
Pending Manager Review	The quote is submitted for manager approval.
Approved	A Quote Version is approved and ready for finalization.
Processing	Finalization is in progress.
Ordered	Finalization completed successfully.
Failed	Finalization failed; state is recoverable.
Rejected	All Quote Versions are rejected or revoked; state is recoverable.
Deleted	The quote is soft-deleted.

Migration and behavioral notes

⚠ IMPORTANT: No bulk migration. There is no automated backfill job for historical quotes.

Behavior	Detail
Updated derivedStatus	After enablement, the first user action on a quote (e.g., creating a Quote Version, submitting for review, or finalizing) computes and stores derivedStatus.
Null derivedStatus	If a quote has not been touched since enablement, derivedStatus may remain null. When the marketplace setting is ON and derivedStatus is null, the API falls back to the legacy status for that quote.

Key considerations for API consumers

• Feature toggle awareness: Consumers should check the marketplace setting to determine which status model is in effect.
• Handle null gracefully: derivedStatus may be null for untouched quotes; the API provides a legacy-status fallback in this case.
• No breaking changes while disabled: The legacy model is fully preserved when the expanded model is not activated.

Feature enablement

This feature is not enabled by default. Contact your AppDirect technical representative to request it.

Setting enablement

Contact your AppDirect technical representative to enable the settings.

Documentation

Documentation will be updated with the release.