Quote Approval Process Overview
A quote-approval process relies upon the timely and productive communication between a Client Manager and the client user. The process may involve numerous manual and automatic steps that start with an initial quote request and end with an approved quote, or translation project based on the quote. You select a quote-approval process for a Client from in the Add Client or Edit Client pages.
The options are:
- Manual also referred to as a manual quote-approval process
- Workflow Based also referred to as an automated quote-approval process