After generating a proposal document, it is presented to the trading partner. The system sends an email with the generated proposal attached. If the email is sent, the Approval Stage will automatically be set to Presented. If you prefer to print or present the Quote a different way, you can manually set the Approval Stage to Presented.
To present a quote/proposal
The Approval Stage must be in the Generated stage.
Open the proposal.
Click Edit.
Select Presented from the 'Proposal Stage' dropdown.
Click Save.
You must add contact details to the Account to present a quote.
The email is sent and the Approval Stage status changes to Presented. The Accept button is enabled.
After the quote has been accepted by the trading partner, click the Accept button available next to the Generate button.
