Client Approval Process

Article author
Uptick Accounts
  • Updated

When your Defect Quote is sent via email, your client will receive a link where it can be approved or declined.

LearningBanner_Email_2.png

  1. The Client receives your email with a link to the Defect Quote.
  2. When the link is clicked, the Defect Quote will be displayed for the client to review. From this page there are buttons for approving/rejecting the quote and downloading a copy.
  3. To approve the quote, the client clicks Approve, fills out their details and then clicks Approve Quote.

Approve_DQ.gif

Was this article helpful?

0 out of 1 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.