In WorkBook a Price Quote price quote approval process can be set up and is automated and done electronically. If your company has a price quote approval process in place, follow the steps below.
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When you are ready to submit your estimate price quote for approval, go to the estimate price quote status and change it to “for approval”
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This will send the estimate to price quote to the relevant person/s for approval
Once the estimate has price quote has been through the approval process, the status of the estimate price quote will change to “approved internally”
Only when the estimate price quote status says “approved internally” should you send the estimate price quote to the client
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EXTERNAL APPROVAL
CLIENT APPROVES
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PRICE QUOTE
Once the client has approved the estimateprice quote, change the estimate price quote status to “approved externally”
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CLIENT DOES NOT APPROVE
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PRICE QUOTE
If the client does not approve the estimate and price quote and the job does not progress any further, change the estimate price quote status to “cancelled”
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Then change the job status to “ready for closing”
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