Setup
You will need the Service Quoting module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions in your security group: Can create, update and delete service quotes.
Click here to learn about permissions and security groups.
Service quote statuses
When created, a service quote is set to Draft, the only status that allows editing details and line items.
Choose Revert to draft to edit the service quote, which is only available for Finalised, Submitted, Approved, Declined or Expired statuses.
Select Mark as Finiliased in the Preview email and send dropdown to move the service quote to the Finalised status, allowing review before submission.
Click Preview email and send, then Send email in the new popup window to transition the service quote to the Submitted status.
To bypass sending of email, choose Mark as Sent in the Preview email and send dropdown.
A service quote moves from Submitted to Approved automatically when the client approves it via the approval link.
To manually approve the Finalised or Submitted service quote, select Mark as manually approved in the status dropdown.
The service quote is transitioned from Submitted to Declined automatically when the client declines it via the approval link.
To manually decline a quote, select Mark declined on the Submitted service quote.
Select Void in the status dropdown to move the service quote to Voided status.
Voiding a quote functions like deleting in terms of searchability and visibility.
A service quote moves from Submitted to Expired automatically when it reaches the expiry date.
To expire a Submitted service quote manually, select Expired.
Expired service quotes cannot be approved or declined by the client. To allow a response, Revert to Draft and resubmit the service quote.