This activity is used to submit a request quotation for internal approval. Sending the quotation for approval initiates the defined approval flow and notifies the designated approvers that the quotation is ready for review. This step ensures that the quotation content, pricing, margins, and terms are validated according to internal business rules before it is shared with the customer.
Once submitted, the quotation progresses through the approval steps in the order defined on the Approvals tab. Approvers can review the Quotation details and either Approve or Request Changes as part of the approval process.
As a result of this activity, the Request Quotation enters the internal approval process and its status is updated to Approval In Progress. Notifications are sent to the defined approvers, and the quotation cannot be sent to the customer until all required approvals have been completed