Send a quote version for approval

Users who create quotes from opportunities can request a quote approval from the customer. Quote approval provides an on-platform trace that the customer approved the quote.

To send the quote to the customer for approval

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

1. Go to one of the following depending on your role:

   • Marketplace Managers: Manage > Marketplace > HOME | Opportunities
   • Reseller Managers: Manage > Reseller > HOME | Opportunities
   • Resellers: Manage > Reseller > HOME | Orders

2. Select an opportunity.

3. From the list of quotes in the opportunity, click the gear icon in the row of the quote you want to send, and then select Request Customer Approval.
   The status of the quote is changed from OPEN to PENDING.

4. Click the gear icon in the quote you are sending for approval and click Get Shareable Link. The URL to access the quote is copied to your clipboard.

5. Paste the URL for the quote in an email to send to the customer requesting quote approval.
   The request for approval is done off-platform through this email. The customer must be logged in to the marketplace to download the quote.

   Customer actions

   The customer clicks the link to view the contact information and status of the quote, downloads to view the quote details, and then clicks Approve Quote.
   Alternatively, the customer can also click Reject Quote.
   The quote version details contain:

   • price and date

   • products (including add-ons and prices)

   • billing information

   • price summary
     
     

   📝 Note: In order to approve a quote version, the billing information section must contain a valid payment method. The Approve Quote button is activated only after the payment method is provided. The payment method validations are executed if the following marketplace settings are configured under Billing Settings > Billing Functionality:

   • Subscriptions > One Click Free Trials: unchecked
   • Payment Requirements > Require billing information for all apps
   • Payment Requirements > Require billing information for free trials
   • Payment Requirements > Require billing information for 100% discounts

   Status changes to quote version

   When the customer accepts the terms and conditions and approves the quote version, the status of the quote changes to APPROVED and all other open versions of the quote listed in the opportunity change to REJECTED status. Any other pending quotes are changed to REVOKED.
   When the customer rejects the quote, the status of the quote changes to REJECTED.

6. If the customer approves the quote version, from the opportunity, click Finalize to place an order based on the approved quote. For more information, see Finalize opportunities.

7. If you want to revoke the quote before the customer approves it, see Revoke a quote version.

Related Topics

• Quote versions in opportunities