Approve or Reject a Quote

Use these steps to approve or reject a quote. You can view all approved job quotes in the Quotes Revisions tab.

To approve/reject a quote:

  1. Under the Jobs menu section, go to Jobs > Quotes
  2. Use the search filter and/or the Search field to select the job quote for your approval.
  3. To approve the job quote:
    1. Click Approve.
  4. To reject the job quote:
    1. Click Reject….
      Maconomy displays the Reject Line wizard.
    2. Enter a rejection reason. This is a required field.
    3. Click Reject.