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
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.