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Operations Menu - Quotation - Request Approval

This page describes the 'Request Approval' function on the Operations menu in the Quotation record window. If you are using iOS or Android, the 'Request Approval' function is on the Tools menu (with 'wrench' icon).

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If a Quotation has to pass through an approval process before you can print it or create Orders and other records from it, use this function to begin that approval process. Please refer to the description of the Approval Status field on the 'Inv. Address' card of the Quotation window for brief details about the approval process and here for full details.

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The Quotation register in Standard ERP:

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