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Record customer quotation response

Quotations · Company administrator · Available

Enter responder name and accepted or rejected decision.

Illustrative demo image of Record customer quotation response
Illustrative demo based on current source fields. No customer data or staging screenshot.

How to use this function

  1. Sign in with a role allowed to access quotations.
  2. Open Quotations and choose Record customer quotation response.
  3. Review the customer and company site context where this function uses them.
  4. Complete or review these controls: Responder, Decision.
  5. Enter responder name and accepted or rejected decision.
  6. Save or confirm the action, then reopen the record to check its updated state and history.

Fields and controls shown in the demo

  • Responder
  • Decision

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

Record customer quotation response | SSF Ops Wiki