This article provides a complete overview of how Products and Orders move through CoreBridge, from the initial Estimate to final Completion. Each stage contains links to its own workflow article for detailed steps.



Estimate Workflow - Sales

Covers how an Estimate is created, reviewed, and either approved or cancelled. For more information, please see Estimate Workflow for Sales.


  • Estimate Created → Sales Review → Awaiting Customer Approval → Approved / Cancelled


Estimate Workflow - Design

Details how Estimates move through design stages, including revisions and approvals. For more information, please see Estimate Workflow for Design.


  • Design Needed → Awaiting Proof Approval → Customer Review → Approved / Revision


Order Workflow - Sales

Outlines how new Orders are entered, reviewed, and prepared for production, design, or vending. For more information, please see Order Workflow for Sales.


  • Order Entry → Account Validation Review →Order Review → Awaiting Customer Action → To Design / To Production / To Vended


Order Workflow - Design

Explains the proofing process, design revisions, approvals, and preparation for production. For more information, please see Order Workflow for Design.


  • In Design → Awaiting Proof Approval → Proof Approved → Final Files Prepared → To Production or Vended


Order Workflow - Production

Describes how products are manufactured, reviewed in Quality Control, and finalized for installation, delivery, shipping, or pickup. For more information, please see Order Workflow for Production.


  • In Production → Quality Control → Built → Destinations / BUILT Status


Order Workflow - Vending

Covers how vended products are managed through purchase orders, arrival, and Quality Control. For more information, please see Order Workflow for Vended.


  • Purchase Order Created → Product Received → Quality Control → To Production


Order Workflow - Destinations

Focuses on orders that require delivery, shipping, pickup, or installation, and how destination statuses are tracked. For more information, please see Order Workflow for Destinations.


  • Built → Ready → Staff Action (Install / Ship / Pickup / Deliver) → Completed


Order Workflow - Completed

Manages how Orders are finalized after all Products are marked Completed. For more information, please see Order Workflow for Completed.

  • In Production or Destinations → Completed Workflow → Payment Status Check → Completed: On Account / Completed: Past Due → Closed: Paid in Full