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Approvals

Generate an Approval Letter

Click here to Generate an Approval Reminder

To generate an Approval Letter, click the Approval icon located next to the Quote you wish to generate the approval letter.
Note:  You must have a valid quote with line items in the system to generate an approval letter.

Generate an Approval Reminder

Note: Approval reminder notes are displayed on the Quote Calendar Page.

You may also include the specified product link.  To do this add the specification link to the competitve item master file.

Approval Links:

Approval links are displayed in under Quote Distribution; click the link to view the actual Approval Letter.

See also