How do I request approval for a quote?

Send quotes to users with the relevant approval limits.

- Head to the submitted quotes tab and find the relevant quote 

- A form will appear with the quote details alongside the option to Request Approval at the bottom of the form 

- Once you select this, you are able to select from a list of users with the necessary approval limit 

- Once selected, you can write a message to accompany the request and select Request Approval once more

- An email notification will then be triggered the person selected with the quote details 

- Should you wish to amend the user who is set to approve the quote, you can follow the same process and choose a new name on the form, which will in turn trigger a new email to the relevant user, as well as remove the quote from the previous user's dashboard 

 

Video