---
title: "Automate lead updates with quotes and invoices"
description: "Choose how quotes and invoices automatically update the amount and status of your leads."
url: https://help.nocrm.io/en/articles/44-automate-lead-updates-with-quotes-and-invoices
collection: "Quotes and Invoices"
updated: 2026-11-05
language: en
alternates: [pt-br, es, de, fr, it]
---

# Automate lead updates with quotes and invoices

Choose how quotes and invoices automatically update the amount and status of your leads.

Quotes and invoices automations simplify your sales workflow: noCRM tracks the progress of your quotes and invoices and updates the amount and status of your leads automatically. Choose the automations that best fit your needs.

## How do you set up quotes and invoices automations?

Follow these steps:

1.  Click your avatar at the top right.
    
2.  Go to **Admin panel** > **Sales process** > **Quotes and invoices** > **Automations**.
    
3.  Select the automations you want to use.
    

> **Info:** **Note**: You can change your automation preferences at any time to match your evolving sales goals.

## Which automations update the lead amount?

Keep lead amounts accurate and up to date:

-   **Draft quote published**: when a draft quote is published, the lead's amount (excluding tax) is automatically adjusted.
    
-   **Invoice paid**: upon payment of a draft invoice, the lead's amount reflects the total, ensuring accurate tracking.
    

## Which automations change the lead status?

Stay on top of every deal with status updates triggered by key milestones in quotes and invoices:

-   **Quote accepted**: set the lead's status to Won when a quote is accepted.
    
-   **Quote rejected**: change the lead's status to Lost when a quote is rejected.
    
-   **Invoice paid**: mark the lead's status as Won and set the probability to 100%.
    
-   **Invoice unpaid**: if an invoice remains unpaid, change the lead's status to Lost.
    

> **Success:** **Best practice**: Update the status of your quotes and invoices regularly (accepted, rejected, paid, unpaid) so these automations keep your leads up to date.