Documentation Index

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Review project quotation

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If a project quotation is submitted, internal approval of the project quotation can be done. The user, to whom the approval is assigned, gets a task.

As a result of the project quotation approval, you can choose these options:

  • Approve - The project quotation can be sent to the customer.

  • Redesign - Changes are required for the project quotation. Its status is set to Created.

  • Delegate - Assign the project quotation to another reviewer.

  • Cancel - The project quotation is stopped.