Approval Stages
This section describes the purpose of the different Approval Stages.
|
Field Value |
Description |
|---|---|
|
Draft |
New Quote Created. |
|
Approval Required |
Changes to the Quote or Quote Line Items have triggered a need for approval. |
|
In Review |
Quote is in the process of being Approved or Denied. |
|
Approved |
Quote has been approved by management. |
|
Generated |
Quote document has been generated. |
|
Presented |
Quote document was presented to the end customer, either via email or manually. |
|
Accepted |
Quote was accepted by the end customer. |
|
Denied |
Quote has been denied by management. |
