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Overview

Excerpt

In this section, you will find information about the approval process for a quote.

 

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Step By Step

Image AddedThe salesrep can Submit the quote for approval if an approval for the price or volume is needed.

This step is not mandatory in the quote process. It will not be blocking the PDF generation or sending of the quote to the customer.

If needed the user clicks on Submit for approval

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Note

The salesrep will have to select his manager to approve or a user that has visibility on the quote.

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Image AddedOnce selected, the salesrep will click send to next approver

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Image AddedThen, the approver’s name will appear in the approval history of the quote with the pending status

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Image AddedWhen the quote is submitted for approval, no modification is allowed. So if the salesrep needs to modify data he can recall the approval request and update information before submitting it again.

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Image AddedThe actions available for the approver are:

•Reassign the request
•Approve the request
•Reject the request
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Image AddedWhen the user will click on approve / reject link he will see the following page where he will have to add comments and click approve.

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