Once your client has confirmed the go-ahead for your quote, it's time to approve it so you can start work on the task.

1. Tap the quote status.
2. From the pop-up window, select Approved.
3. (Optional) Select a Substatus.
4. Select Accepted as the Acceptance Status (see below).
5. Save.

Once the quote is approved, the task will be found in your Task List.

To easily access the task worksheet from an approved quote, simply tap View Task.

 

Certain information from your quote will flow through to the task, e.g. the Task Description, quotation time, and Priority.

Read more on Tasks

If you're using Acceptance Statuses, when approving a quote, you'll have the option to select this.

For the 'Not Sent' and 'Awaiting Decision' statuses, you can tap to enter an Acceptance Expiry using the date and time picker.