Quotes Workflow

Quote Approval

Once a quote is sent, it is sent to a new channel for approval.

To approve a quote:

1. In the Main Menu Bar, press Quote.
2. On the Quotes panel, choose the quote to be reviewed.
3. On the quotes channel workspace, press the title bar to open its settings.
4. The quotes settings panel opens up. Choose the General information tab.
5. Click the Status field to approve or reject the quote.
6. Press Save.