How to provide line-level approval of estimates?
Line level approval allows your
customer to approve/reject a quote for an individual line item.
Pre-Requisites:
Setting -> Organization Settings -> Quotes & Invoices -> turn on “Require Line-Item level approval.”
1. Select the “Quotations” module from the
left panel.
2. Select the quote with multiple line items with
the status marked as “Sent.”
3. Then, under the “More” section, select
the “Mark as Accepted” Option. The detailed item view pop-up will open,
and the user can check to mark the required line items and tap on the “Mark
as Accepted” to complete the line item’s approval action.
Mobile:
1. Select the “Quotations” module
from the left panel and select the quote with multiple line items with the
status marked as “Sent.” the user can check to mark the required line
items and tap on the “Accept” to complete the line item’s approval
action.
2. The approved line items of the quote
will be shown.
There are, in many cases, users who may want to authorize
only a few of the received line items on the quotations. Users can select
multiple line items and approve them quickly with our feature.