How to Approve or Deny a Quote

1. Go to the Quotes Layout from the Main Menu 
2. Filter the Quotes list by clicking on the filter icon in the upper right corner
3. Choose Processing from the list

4. This will show you all quotes awaiting approval

5. Choose the quote you want to review by clicking on the blue arrow on the left of the row in question

Review the Quote

1. What is required to approve or deny a quote will be up to your company requirements and policies
2. Things to look for"
   • Name matches the name of the license on file (this is the same name you'll see on the contract - accuracy for an enforceable contract is VITAL.)
   • Options list on the product match the build diagram attached
   • Required fields have real data/images in them (ie license photo should be a picture of the customer's license, not a selfie)
   • Anything else that looks out of place. You can fix discrepancies now, but once you approve the quote, most of what you see becomes data that cannot be edited again.
3. Once this quote has been looked over and it's ready to move on to being approved or denied, click processing in the row of tabs above the right panel 

To Deny the Quote...

If you find any discrepancies or errors in the quote in the review steps above that you cannot resolve on your own, you should deny the quote and bounce it back to the Dealer to review, fix, and resubmit.

1. Click Process
2. Add a note as to why the quote is being denied (and what the dealer can do to resolve, if applicable)
3. Click Denied
4. Upon Denial
   • A notification will be sent to the dealer letting him/her know that the quote was denied and sharing the reason (form your note). 
   • The dealer has the option to make the necessary changes, and then can resubmit.

To Approve the Quote...

1. Click Process
2. Click Approve
3. Upon Approval

• The quote state will update to "Won" and its status to "Closed"
• A contract (and lease, if applicable) will be created 
• If the quote was for a new/custom building and your company manufactures this item, a production record is created
• If your company will be completing the delivery of the building, a delivery record will be created