Presenting Quotes
After generating a quote document, it is presented to the trading partner. The system sends an email with the generated quote 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.
Before you present the quote to the trading partner, you can send the proposal for review for either internal or external validations.