Approvals for Request for Quotes

In this help document, you’ll learn how to submit, approve, and reject request for quotes in your organization.

Submit a Request for Quote for Approval

You have to submit the request for quotes you create for approval. Here’s how:

Go to Request for Quotes under Procurement.
In the Pending tab, click View Details next to request for quote you want to submit for approval.
Click Submit in the top right corner.
Select the approver and click Submit again in the pop-up that appears.

Recall a Submitted Request for Quote

Note:

You can only recall request for quotes in the Awaiting Approval status.
If you recall a request for quote, your approver will not be able to view it. You have to resubmit the request for quote after you make the necessary changes.

If you want to make changes to a request for quote after you’ve submitted it for approval, you can do so by recalling the request for quote. Here’s how:

Go to Request for Quotes under Procurement.
Click the More icon at the top and select Awaiting Approval.
Click View Details next to the submitted request for quote you want to recall.
Click Recall in the top right corner of the page.
Click Confirm in the pop-up that appears.

Now, you can edit the request for quote and make the necessary changes. You can then resubmit it for approval.

Approve a Request for Quote

If a request for quote has been submitted to your for approval, you can review and approve or reject it.

To approve a request for quote:

Go to Request for Quotes under Procurement.
Click the More icon at the top and select Awaiting Approval.
Click View Details next to the request for quote you want to consider for approval.
Click Approve in the top right corner.
Click Approve again in the pop-up that appears to confirm your action.

Reject a Request for Quote

If a request for quote has been submitted to your for approval, you can review and approve or reject it.

To reject a request for quote:

Go to Request for Quotes under Procurement.
Click the More icon at the top and select Awaiting Approval.
Click View Details next to the request for quote you want to consider for approval.
Click the More icon in the top right corner and select Reject.
Enter the reason for rejecting the request for quote and click Confirm in the pop-up that appears.

Resubmit a Request for Quote

If your approver has rejected the request for quote or if you recalled it, you can resubmit it for approval after making the necessary changes. Here’s how: