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. |