How to provide line-level approval of estimates?

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.





    • Related Articles

    • How to add approval Hierarchy in contracts?

      The approval hierarchy will provide the users added into the Hierarchy to accept/ reject contract requests.  Please follow the below instruction to add an employee to the approval Hierarchy.  Log in to Zuper with an admin account. Scroll down the ...
    • How to Add Approval Hierarchy for Timesheets?

      Time-off approval processes involve multiple steps, where a specific time-off request has to be approved by the team leader or administrator before it can be accounted for. Therefore, an approval hierarchy will add team leaders and administrators to ...
    • How to record job level timelog using Zuper Mobile App?

      Timelog enables field service managers to keep track of the working hours of field service technicians. It provides all the necessary features to log technicians' work hours. 1. Select the "Jobs" module from the top-left hamburger icon . Mobile: Tab: ...
    • How to use the offline capability in Zuper Mobile App?

      What is offline capability? When Zuper mobile app is connected to the Internet, it regularly synchronizes your data with the Zuper backend services to ensure data is updated. If the app goes offline, users see a notification inside the app that data ...
    • How to manage job-level time logs using the Zuper Web App?

      Now users can clock in and out of a job with ease. They can also track the total time on a particular job, and the same can be used to invoice the customer.  Navigation:  Jobs -->Job Details --> Employees Timelog The total work minutes for the job ...