In WorkBook a 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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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 send the price quote to the relevant person/s for approval
Once the price quote has been through the approval process, the status of the price quote will change to “approved internally”
Only when the price quote status says “approved internally” should you send the price quote to the client
EXTERNAL APPROVAL
CLIENT APPROVES PRICE QUOTE
Once the client has approved the price quote, change the price quote status to “approved externally”
CLIENT DOES NOT APPROVE PRICE QUOTE
If the client does not approve the price quote and the job does not progress any further, change the price quote status to “cancelled”
Then change the job status to “ready for closing”
