Approving quotes

After you request a quote or an update to a quote, the client manager provides a quote document and changes the quote status to Pending Approval. If you agree with the terms of the quote and you have the appropriate permissions, you can approve the quote and create a project based on it.

Procedure

  1. In WorldServer TransPort, select the Quotes tab.
  2. On the Quotes page, select the check boxes next to the quotes that you want to approve.
  3. Select Approve Quote A button that you can use to approve a quote..
  4. In the Approve Quote dialog box, select OK.

What to do next

At this point, you can create a project based on each approved quote by selecting the name of the quote on the Quotes tab. Then, on the Edit Quote: <name> page, expand the General Information section and select Create New Project next to the Approved status.