Manual quote approval processes
A manual quote approval process usually starts with a quote request and ends when a quote is approved or abandoned or when a project is created based on the quote. Client managers and client users perform the quote approval process manually and do not receive email notifications.
- A client manager (or client user with the appropriate permissions) creates a quote. The initial status of the quote is Requested.
- In WorldServer, on the Quotes page, client managers can view and modify the quote.
- In WorldServer TransPort, on the Quotes page, client users with the appropriate permissions can also view and modify the quote.
Required permissions
Users that work with quotes need to have the following user type permissions:
- Can manually change quote status (under Assignments Tab)
- Can approve quotes manually and Can abandon quotes manually (under TransPort)