A manual quote approval process generally starts with a quote request and usually ends when a quote is approved or abandoned, or when a project is created based on the quote. Client Managers and client users complete the quote-approval process manually and do not receive email notifications. For example:
- A Client Manager or client user with the appropriate permissions creates a quote. The initial quote status is Requested.
- On the WorldServer side, Client Managers can view, edit, and change the status of the quote on an ongoing basis from the
Quotes page. The quote statuses are:
- Requested
- Pending Approval
- Approved
- Abandoned
- On the TransPort side, Client users with the appropriate permissions can view and edit the quote from the
Quotes page. Based on the current status, client users can:
Current Status Select Description Requested Abandon
or
Save and Request Update
To manually: - Place the project on hold or abandon the project entirely
- Revise the quote and request an update
Pending Approval Approve
, Abandon
, or
Save and Request Update
To manually: - Approve the quote
- Place the project on hold or abandon the project entirely
- Revise the quote and request an update
Save and Request Update resets the status to Requested.
Approved Once a quote is approved, the status is ready-only and cannot be changed.
Create a project based on the approved quote. Abandoned Save and Request Update
To revise the quote and request an update. Save and Request Update resets the status to Requested.
Note: Be sure to enable the following permissions for users responsible for quotes:
- Under the WorldServer Assignments section, click Can manually change quote status within the Quotes permissions.
- Under the TransPort section, click Can approve quotes manually and Can abandon quotes manually within the Can update quotes permissions.