When your Defect/Service Quote is sent via email, your client will receive a link where it can be approved or declined.
The Client receives your email with a link to the Defect or Service Quote.
When the link is clicked, the quote will be displayed for the client to review. On this page there are buttons to approve, reject & download a copy of the quote.
Approving a quote
To approve the quote, the client clicks Approve this quote, fills out their name & optionally any authorisation references, comments & supporting documents. They then click Approve Quote.
NOTE: For defect quotes, only when the Authorisation Reference is filled in will the upload document section will appear.
Only 1 document can be attached per authorisation.
That reference documentation can be accessed by clicking the Documents button when viewing the quote.
Declining a quote
To decline a quote. the client clicks Decline. They must then fill out their name and a reason for declining and click Confirm Decline.
Who declined the quote and their reasoning appears on your side of the quote. It also can be accessed via the csv download on the service quote list.
