Quotes Workflow Implementation

User can setup workflow process for approval of their Quotation by the concerned Authorities such as a Sales Manager. When a new Quotation is created it needs to be approved by the concerned authority or else it will show as Pending Approval. This process will help the users to streamline the Quotation process and see that no quotation is processed without an approval.

Follow the steps below to setup Quotes Workflow

  1. Select an account for which you want to create a Quote.

2.  Go to detail view then click on Quotes and create a new Quote.

3.  Fill in all the credentials then click on Save. Note that the status of the Quote is New.

4.  When the Quote is saved the user can set up actions Workflow from the Actions Dropdown list.