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SALES CRM, Sales, and POS task guide

Submit, Approve, Send, and Convert a Quote

8.4.2 Submit, Approve, Send, and Convert a Quote Open the quote. Select Submit for approval if required. An approver selects Approve or Reject. Select Send to issue the quote. When accepted, convert the quote to an invoice.

8.4.2 Submit, Approve, Send, and Convert a Quote

Open the quote. Select Submit for approval if required. An approver selects Approve or Reject. Select Send to issue the quote. When accepted, convert the quote to an invoice.

Source: Eprecus user manuals, vol-05-crm-sales-pos.pdf