Manually Accept a Quote

Manually mark a quote as accepted in cases where the client has provided approval outside the platform.

Written by Isabel

Updated 1 week ago

You may manually accept a quote on behalf of a client:

Go to the Quotes view.
Click the three-dot menu next to the quote.
Select Manually accept the quote.

You can also accept the quote from the Quotes view; to do this, simply click on the pencil icon to view or edit, and then click on the check mark icon "Manually accept the quote" at the top right.

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