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XTRF Home Portal Modules

Smart quote statuses and actions

In Smart quotes, statuses are linked to the possible actions that can be selected in the status bar at the top of the right-hand side panel.

7_-_Smart_quotes_-_Statuses_and_actions.png

Status

Actions

Requested

  • Approve quote.

  • Mark as Pending.

  • Reject Quote.

Pending 

  • Approve Quote.

  • Reject Quote.

  • Send Quote to Client (only available for quotes with added receivables).

Sent 

  • Approve Quote.

  • Reject Quote.

Approved by Client

  • Approve Quote.

Approved

No actions available.

Rejected

  • Reopen Quote.