You can mark a quote as sent to record that you have given or mailed your customer a physical copy of the quote.
- You must have Administrator, Sales Manager or Sales Team permission to use this feature.
- Only quotes that have the status of Saved can be marked as sent.
To mark a quote as sent:
- Log into your DecoNetwork website.
- Browse to Business Hub > Quotes.
- Click View to load the quote you want to mark as sent.
You can also click anywhere within a quote's row to load it, except on the customer name. Clicking on the customer name loads the customer record.
- Click on Mark Quote as Sent. This action will change the status of the quote to Awaiting Approval.