🔄 Heads up — we're updating our terminology
"Service Quote" has been renamed to "Sales Quote" in Uptick. You may notice that some screenshots, videos, and content in this article still refer to "Service Quote" — we're progressively updating all materials to reflect the new name. In the meantime, the two terms refer to the same feature.
Thanks for your patience while we work through these updates!
Setup
Make sure you received the link to the Sales 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 sales 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 sales quote
1. Click on the approval link to view the Sales Quote and click Approve this quote.
1. Click on the approval link to view the Sales 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)
Only 1 document can be attached per authorisation.
Once the approval is submitted, the recipient of the sales quote will receive a confirmation email.
How to decline a sales quote
1. Click on the link to view the Sales Quote and click Decline.
1. Click on the link to view the Sales 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 sales quote
Once the decline is submitted, the recipient of the sales quote will receive a confirmation email.
Recommended steps
Next ▶ |
|