Reviewing and Approving a Quote

Created by Tim Verdon, Modified on Mon, 11 Nov, 2024 at 1:21 AM by Tim Verdon

After you have received your quote or quotes from your Suppliers, you will be able to review them by selecting "View Quotes" via the teal action button:



This will display all open Quote Requests, and their current status:



Once a Supplier has submitted their Quote, it will display as below - use the + symbol to the right to view the Quote details.



If you are happy with the quote, select "Approve". You can enter any additional comments to the Supplier at this step.



If you are not happy with the Quote, select "Reject". You can then request an additional quote via the teal action menu.


The Supplier will be notified of your decision either way, and if the Quote was Approved, they will be prompted to provide an ETA for completing the job. From here, you will receive the same notifications and updates as you would on a regular Work Request.


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