Mark quote as sent

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:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Quotes.
   
3. 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.

4. Click on Mark Quote as Sent.
   
   This action will change the status of the quote to Awaiting Approval.