Permitted quotation authors and approvers
Quotations and approvals
Keep the approved scope tied to an exact version.
What to do
- Open the case and its Quotes section. Choose the correct work order and enter the proposed service lines.
- Review quantities, amounts and described scope. Produce the quotation PDF using the available workflow.
- Attach the appropriate approval evidence. Wait for a successful file scan before using a protected uploaded document.
- Approve the intended quotation version only after reviewing its evidence and scope. Check the saved approval state.
- If the scope changes, create a new version and obtain the required approval for that version. Compare actual work with the approved version before billing.
Before you continue
Approval is tied to an immutable version. A previous approval is not inherited by a changed quotation.
File scanning checks for supported malware threats; it does not prove the approver’s identity or commercial authority.
Questions and troubleshooting
Can I silently add extra work to an approved quote?
No. Record the scope change and obtain the appropriate approval or review through the supported workflow.
Why is my approval evidence blocked?
The scan may be pending, unavailable or rejected, or the evidence may belong to a different record/version. Review the specific status before retrying.