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INTERNAL APPROVAL
When you are ready to submit your price quote for approval, you can choose either options below to submit the price quote for approval:
Option 1: go to the price quote header and click on the button ‘approve price quote'
Option 2: go to the price quote status (on the left-hand upper corner of the price quote) 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: |
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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 THE PRICE QUOTE
If the client does not approve the price quote, change the price quote status to “canceled”
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