Approve a quotation

Review the draft version before approval.

How to use this function

1. Sign in with a role allowed to access quotations.
2. Open Quotations and choose Approve a quotation.
3. Review the customer and company site context where this function uses them.
4. Complete or review these controls: Quotation, Reason.
5. Review the draft version before approval.
6. Save or confirm the action, then reopen the record to check its updated state and history.

Fields and controls shown in the demo

• Quotation
• Reason

Guide updated 2026-09-27. Release changes must update this page and its image together.