Topic
You approve quotes after adding all the necessary details and items, and when you're ready to send it to the customer. Approving a quote changes it from a draft to a standard Quote that your customer can either Accept or Decline.
Video Guide
Instructions
- Navigate to the Quotes page.
- Search for and select the quote you want to approve in the Draft tab.
- Select the Approve button.
Note: Once approved, quotes appear under the Awaiting Acceptance tab in your Quote Dashboard.
Approving a quote doesn't send it to the customer. Click the paper plane icon labeled 'Send to Customer' to do this.
Edit an Approved Quote
To edit an approved quote you would either reset the draft to quote or Revise a quote to create an editable copy while keeping the original as a canceled quote, see below for how to do each of these options:
Additional Information
For more info on Quotes, see here: Create a Quote
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