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How to approve and decline a service quote
How to approve and decline a service quote

Accept or reject a quote for once-off install/project/minor works service quote or maintenance proposals

Uliana Tokerava avatar
Written by Uliana Tokerava
Updated over a week ago

Setup

Make sure you received the link to the Service Quote sent via email. Alternatively, open your Customer Portal to locate the quote.


How to approve a service 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

  • 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 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.

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.


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