You can mark a quote as sent to record that you have given or mailed your customer a physical copy of the quote.
Prerequisites
- 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.
- Click on Mark Quote as Sent.
This action will change the status of the quote to Awaiting Approval.
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