Quotation Process

The Quotation Process guides you through creating, submitting, and tracking quotes. Quotes can be submitted for approval, tracked with status indicators, and revised if needed. Internal notes and an audit log ensure full transparency, while automated reminders help approvals stay on schedule.

How does the quotation approval workflow work?

Once a quote is created, it can be submitted for approval when the limit for the team member creating the quote is exceeded. Sales managers receive notifications and can approve or reject it.

Can I track the status of my quotes?

Yes, all quotes have a status indicator: Draft, Pending Approval, Approved, Rejected, Sent, Waiting, Won, Lost or Expired.

How do I request changes to an approved quote?

You can request revisions which will create a new version of the quote requiring approval.

Can multiple approvers review the same quote?

Yes, the first one to approve will be recorded.

Does the system send reminders for pending approvals?

Yes, automated reminders can be sent to approvers until the quote is reviewed.

Can I add internal notes to a quote without showing the customer?

Yes, internal notes are visible only to your team and are not included in customer-facing PDFs.

Is there an audit log for all quote activities?

Yes, all actions including creation, edits, approvals, and deletions are tracked in an audit log.