You will need the following permissions in your security group:

Click here to learn about permissions and security groups.

A sales quote is automatically set to Approved status when confirmed via approval link, but it can also be marked as approved manually. Once in "Approved" status, access to the Completion Information section becomes available, allowing users to proceed with creating Routines or Billing Contracts.

1. Open the sales quote, work through the Completion Information Section and create objects as required.

1a. Click + Create under Property. Once created, the property name will appear as a hyperlink.

1b. Click + Create under Routines, provide Annual Date and Start Date, and click Create.

1c. Click + Create under Contracts (Fixed) to open the fixed billing contract page. Fill in the remaining details, then select Create Billing Contract.

1d. Click + Create under Contract (Do & Charge) to open the do & charge billing contract page. Fill in the remaining details, then select Create Billing Contract.

1e. Click + Create under Task, fill in the details and click Create.

1f. Click + Create under Project, fill in the details and click Create.

2. Once all applicable steps are completed, click the arrow next to Approved status and transition to Complete status close it out.

Once a sales quote has been voided, it acts as if it has been deleted. Consequently, no further actions can be performed such as creating new tasks or selecting/modifying line items. Should you wish to use a quote that has been voided, you must duplicate and then continue works on the duplicated version. The original cannot be un-voided.