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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.
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Refer to |
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Refer to Price Quotes > System Controls 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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Once the price quote has been approved, a notification will be sent to the project manager’s WorkBook inbox and the status will automatically change to “approved internally” meaning it can be sent to the client for approval
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See instructions for exporting the client facing price quote PDF file here: |
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EXTERNAL APPROVAL
CLIENT APPROVES PRICE QUOTE
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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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