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When you are ready to submit your price quote for approval, go to the price quote status and change it to “for approval”
This will lock the price quote for further editing. To make further changes to the price quote, the status must be changed back to “under preparation”
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The “for approval” status will send a notification to the relevant person/s WorkBook inbox to alert them that a price quote is awaiting their approval
Once the price quote has been approved, a notification will be sent to the project manager’s WorkBook inbox and the status will change to “approved internally” meaning it can be sent to the client for approval
See instructions for exporting the client facing price quote PDF file here: Step-by-Step > Customise and Print a Price Quote
Only when the price quote status says “approved internally” should you send the price quote to the client
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EXTERNAL APPROVAL
CLIENT APPROVES PRICE QUOTE
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If the client does not approve the price quote and the job does not progress any furtherquote, change the price quote status to “cancelled”
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Then If the job does not progress any further, also change the job status to “ready for closing”
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If any time, expenses or purchases have been logged to the job, you may require finance approval be required to write-off costs prior to closing the job.
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