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Whether your company has a price quote approval workflow in place or not, the steps below will either approve the price quote or trigger the approval process.
Refer to Variables > Price Quotes > Variables to see how your system settings can impact how price quote data in different statuses is displayed throughout WorkBook.
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INTERNAL APPROVAL
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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See instructions for exporting the client facing price quote PDF file here: Step-by-Step > Customise and Print a Price Quote |
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EXTERNAL APPROVAL
CLIENT APPROVES PRICE QUOTE
Once the client has approved the price quote, change the status to “approved externally”
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CLIENT DOES NOT APPROVE PRICE QUOTE
If the client does not approve the price quote, change the price quote status to “cancelled”
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If the job does not progress any further, also change the job status to “ready for closing”
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