Submitting a Quotation for Internal Review

After completing a quotation by entering bid information and attaching documents, Supplier Engineers typically need comments or approval from other people in their company before they can return the quotation to the Buyer.

Before you begin:

  1. From the page toolbar, click Categories > Lifecycle.

    You make a quotation available for review by changing its state from Open to Review. Changing the state ensures that no changes are made to the quotation while people are reviewing it. If you need to make changes to a quotation in the Review state, demote it back to Open.

  2. Click Promote.

    If you did not enter values for all required details, the quotation cannot be promoted. For more instructions, see:

    After promoting the quotation, you can still view it using the Quotations page but you cannot edit it without demoting it back to Open.

  3. Create a route for the quotation. SeeWorking with Routes for instructions.

    Or:

    Send an email or IconMail message to reviewers requesting their feedback.