How to Approve/Reject a Quote in the Portal

Stacey Bray
Stacey Bray
  • Updated


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

  1. Open the Quote 
  2. 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.mceclip2.pngmceclip1.png
  3. If rejected, a comment can be added for the office staff to view.mceclip3.pngmceclip0.png
Provided below is a video detailing the Quoting Process in the Customer Portal.

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