This article outlines how quotes can be approved or rejected-rewrite the sentence so the word rejected is followed by a comma rather than a hyphen: approved or rejected, either directly by the customer via email or manually by your team to manage quote decisions efficiently and accurately.
Check out this guide >>> Creating a Quote
Quote approval or rejection through email
The email the customer receives will allow them to review the quote. Click on the 'Review quote' button.
A new tab will open where the contact can choose to approve or reject the quote.
If the quote is approved, they will have to enter their name and signature. Once done, click 'Approve'. This will send a notification to the organisation's contact email (UK spelling for EMEA).
If the quote is rejected, the contact has to enter a reason and click on the 'Reject' button.
The organization will receive a notification whether the quote has been approved or rejected. The rejected quote will then be moved to the Archived quotes section, where you can also view the reason for rejection.
Approve or reject a quote through the Fluidra Pro Services User Interface
Organizations can approve or reject a quote straight from their Fluidra Pro Services account. To do this, navigate to Operations → Quotes → Open Quotes. Click on the menu icon.
Approving or rejecting a quote as an admin from your Fluidra Pro Services account will not trigger the notification to be sent to your organisation's contact email (UK spelling for EMEA) address.