We’ve simplified the quote re-approval process to make it more intuitive. Here’s how the process works:
- To Re-Enable Editing
- If the quote’s volume is within your volume approval limit, editing will be immediately re-enabled
- If the quote’s volume is outside your volume approval limit, you will be given the opportunity to request that the quote be re-enabled for editing
- To Re-Approve
- Your approval limits may include restrictions related to CYDS, Revenue, Contribution, Spread, and/or Profit (depending on your company’s setup)
- If the quote is within your approval limits, you may re-approve the quote
- If the quote is outside your approval limits, you will be given the opportunity to request that the quote be re-approved by an authorized user
Re-Approval Process
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