Approving sale quote – A summary of the activity
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This activity marks the approval of a quote by the customer once it is sent to him. Also you have the provision to re-quote, reject a quotation.
Getting familiar with the pages inside
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Manage Quote |
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Record Rejections |
Recording rejections at task and document level |
What you can do in this activity
You can select a quote for approval.
Use the “Approve Sale Quote" page to select the quotation for approval.
4 Click the “Approve” pushbutton to approve a quote.
You can reconsider a quote.
4Use the “Approve Sale Quote” page to select a quote for re-quotation.
4 Click the “Re-Quote” pushbutton to reconsider the selected quotation.
You can reject a quote.
4 Use the “Approve Sale Quote” page to select a quotation for recording customer's rejection.
4 Click the “Stop Work” pushbutton to reject the quote