Your Customer can approve or reject a Quote in the Portal which will allow your office staff to action accordingly.
How to Approve/Reject a Quote
- Open the Quote
- Select the [Not Approved] drop-down and select Approve Entire Quote, Reject Entire Quote or select the [Approve Or Reject] drop-down on each individual item to partially approve or reject.
- If rejected, a comment can be added for the office staff to view.
Provided below is a video detailing the Quoting Process in the Customer Portal.