Request for quote (RFQ) states

  • Release version: Zurich
  • Updated November 5, 2025
  • 1 minute to read

    • An RFQ can move through different states during its life cycle after being submitted by the customer based on agent activity in the CSM Configurable Workspace.

    State (Business Portal) Status (Workspace) Description
    Submitted New Customer has submitted an RFQ through the Business Portal.
    Submitted In review Agent has provided values for the Assignment group and Assigned to fields for the RFQ in the CSM Configurable Workspace.
    Completed Completed Agent has converted the RFQ to a quote in the CSM Configurable Workspace and has changed the status of the RFQ record to Pending Customer Acceptance.
    Canceled Canceled Agent has manually changed the status of the RFQ to Canceled.