IQ | Quote Approvals | Knowledge Base

Quote Approvals
Setting up Customer Quote Approval Process
For a customer who will have a quote approval process the following are the steps to set it up. Setting up the Customer The first step is to set up the customer. Open the customer file (Admin->Customers->View) Click the SHOW MORE button at the top of ...
Quote Approval/Pre-Approval in printIQ
Summary When a quote’s value is greater than the Sales Person/Account Manager’s (AM) approval value, the AM is required to seek approval before sending the quote to their client. In situations where a quote is created by a Senior Estimator for an ...

Quote Approvals