How to Approve/Reject a Quote in the Portal

Overview

Your Customer can approve or reject a Quote in the Portal which will allow your office staff to action accordingly.

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.