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Service Quotations Workflow

Approve Quotation

Overview​

This step of the process starts with the email sent to the client. The email comes attached with a PDF version of the quotation for the client to review. A link to an approval form is also found in the email. The link opens a public survey which allows the client to communicate their approval or rejection of the service quotation to the service provider. If approved, the service order workflow can begin to initiate its process with the data provided by the service quotation.

Email Sent to Client​

The email sent to the client should look something like this:

email

The email comes with:

  • A PDF attachment of the service quotation.
  • A link to the PDF document.
  • A link to a form where the client can approve or reject the quotation.

PDF Document​

The automatically generated PDF of the quote sent to the client should look something like this:

pdf

The document includes:

  • Client information
  • Provider information
  • Start date
  • Order description
  • Service performer costs
  • Service costs
  • Material costs
  • Total cost

Approval Form​

The Approval form made available for the client should look something like this:

form

If Yes, the service provider gets notified upon form submission and the service order workflow is initiated.

If No, a field for feedback appears. Upon submission, the service provider gets notified and receives the feedback message. And the workflow comes to its end.

Workflow End

The workflow has come to its end. If the service quotation was approved by the client, then proceed to the service orders workflow.