Quotes
Request quotes from subcontractors and issue quotes to clients. Once approved, create tasks directly from quotes for comprehensive tracking of subsequent work and associated records.
| Icon | Feature | Description |
|---|---|---|
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Quote Approval Reasons | When a Requested quote is Approved an Approval Reason can be attached. |
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Quote Rejection Reasons | Quote Rejection Reasons are a list of reasons why a Requested Quote may be rejected. |
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Quote Referral Reasons | Referral Reasons are used on the occasions when a Requested Quote may need to be referred to another User. |
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Quote Return Reasons | If using the Evolution Connect module, Requested Quotes can be returned to a Supplier to allow them to adjust and resubmit a quote. |
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Quote Review Criteria | The Quote Review Criteria forces a Requested Quote to be reviewed based on the Cost Centre and Code it is raised against, before it can be Approved. |
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Quote Preferences | Quote Preferences allow default setting for the Quotes module to be set up and maintained. |