Setup
Make sure you received the link to the Service Quote sent via email. Alternatively, open your Customer Portal to locate the quote.
If you are approving the quote on behalf of your client, you can follow the steps below by accessing the approval link on the service quote, or click here for alternatives.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
We will add optional information and images under these arrows.
How to approve a service quote
1. Click on the approval link to view the Service Quote and click Approve this quote.
1. Click on the approval link to view the Service Quote and click Approve this quote.
2. Provide Your Name and click Confirm Approval
2. Provide Your Name and click Confirm Approval
Authorisation reference: Optionally enter a Purchase Order or Workorder number.
Authorisation comment: Optionally enter any additional authorisation comments.
Authorisation document (PDF)
Once approval has been sent, any original recipients of the quote, the salesperson and the service quote notification email will receive a confirmation email of approval.
Only 1 document can be attached per authorisation.
How to decline a service quote
1. Click on the link to view the Service Quote and click Decline.
1. Click on the link to view the Service Quote and click Decline.
2. Provide Your name and Comment, and click Confirm Decline.
2. Provide Your name and Comment, and click Confirm Decline.
Comment: Reason for declining this service quote
Once a decline has been sent, any original recipients of the quote will receive a confirmation email of the decline.
Recommended steps
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