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Quote Process Flow

Quotes will generally follow the process below:

  1. Creation - A quote is generated by the facility and emailed to the recipient.
  2. Approval - After creation the quote is email to the recipients for approval
    • Recipients will receive an email with a PDF of the quote and a link to submit their approval. Approval is performed by entering their full name, any comments, and then clicking the approve or reject buttons.
  3. Review + Acceptance - Approved or Rejected quotes are then reviewed by the facility for acceptance. The facility contact email(s) will receive a notification email when a quote is approved or rejected.
  4. Archiving - Post-Acceptance the facility may mark a quote as archived to remove it from the active quotes list. Usually this occurs after work has either begun or is completed on a given quote/project.