Presenting Quotes
After generating a proposal 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 be 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 Generated stage.
After the quote has been accepted by the trading partner, click the Accept button.