ITarian

Step 5 - Answer Feedback and Finalize a Quote

 Each quote email contains a link to your quote:

 

After clicking the link, your quote will open in a web browser and allow your client to post queries and/or accept/reject the quote.

The quote details screen will be updated with all feedback and responses from your customer. To view:

• Open the 'Quotes' section of QM

• Select your quote from the list
  

Red numbers above the mail icon also indicate that there are responses pending your review. All feedback is displayed inline in the quote itself, along with controls which allow you to answer or dismiss the feedback:

 

• Click 'Answer' and post your reply to the contact/company. 

Quote status will change to 'Accepted' or 'Rejected' according to your customers response. This status will be displayed in the 'Quotes' screen and the 'Home' screen:

 

Once a quote has been accepted, you may begin the process of executing the order in coordination with your vendors.