Clients approve quotations

What it is

When you submit a quotation, the buyer sees it under Quotes to approve and on the request’s page: the products at the client’s price, the total with the Incoterm, the date it is valid until and its terms. They select Approve quotation or Reject, with a note if they want.

Why it matters

The client’s decision is recorded on the quotation, with who decided, when and their note. Nobody has to search a chat to prove what was approved.

Steps

1. Submit the quotation (see Send the client a quotation).
2. The buyer opens it on the portal, writes a note if they want, and selects Approve quotation or Reject.
3. You get a notification. The decision, the buyer’s name, the date and the note are under Client Decision on the quotation.
4. When it is approved, turn it into an order.

Common mistakes

• Sending a quotation whose Valid Till has passed. The buyer can no longer approve it: make a new one.
• Changing a quotation after the client approved it. Make a new quotation instead, so the approval stays true.

Tips

• A buyer decides once per quotation. To change a rejected offer, send a new quotation.
• The note box is the place for “approved, but please deliver by the 15th”: read it before you make the order.