Recommend, Accept or Reject a proposal

The Quotation Center allows you to perform a number of actions on providers' proposals. The Accept, Recommend, Reject Actions add a level of approval that allows for an approver to oversee the proposal life cycle.

Note: You must have the Force Recommend parameter enabled to have these actions and statuses available.

  • Recommending a proposal means that you need an approver to confirm the choice of proposal.

  • Accepting a proposal means that you, the designated approver, are approving that proposal.

  • Rejecting a proposal means that you don't agree with the submitted proposal but you would like to the provider an opportunity to submit a new proposal.

Recommend a proposal

  1. Open the quote.
  2. Do one of the following:
    • If you are recommending from the Quote level, click Actions > Recommend. The Recommend Proposal form opens

    • If you are recommending from the Proposal level, select the Proposal > More Options > Recommend. The Recommend Proposal form opens

      Note: You can Recommend more than one proposal. Repeat the step for each proposal.

  3. If you are recommending from the Quote level, select the proposals you want to recommend.
  4. Select an Approver, if applicable.
  5. For Additional Recipients:

    • Click CC or BCC to open the address book

      OR

    • Enter the emails in the text box separated by a comma.
  6. Select Additional Email Options, if applicable.
  7. Add a message (Optional).
  8. Click Apply. An Approval Request is sent to the selected Approver. The status of the proposal updates to Recommended.

Accept a proposal

  1. Open the quote.
  2. Do one of the following: 
    • If you are accepting from the Quote level, click Actions > Accept. The Accept Proposal form opens
    • If you are accepting from the Proposal level, select the Proposal > More Options >Accept.
  3. Make sure the correct Provider is selected.
  4. For Additional Recipients:

    • Click CC or BCC to open the address book

      OR

    • Enter the emails in the text box separated by a comma.
  5. Add a message (Optional).
  6. Click Apply. An email is sent to the provider contacts of providers who have answered your quote request.

When complete, the Proposal status changes to Accepted, and the status of the other proposals become Canceled.

Reject a proposal

  1. Open the quote.

  2. Do one of the following: 

    • If you are rejecting from the quote level, click Actions > Reject. The Reject Proposal form opens.

    • If you are rejecting from the proposal level, select Proposal > More Options > Reject. A Reject Proposal form opens
  3. Make sure the correct Providers are selected.
  4. For Additional Recipients:

    • Click CC or BCC to open the address book

      OR

    • Enter the emails in the text box separated by a comma.
  5. Select any Additional Email Options.
  6. Add a message. Mandatory for the Reject Action.
  7. Click Apply. An email is sent to the provider(s).

When completed, the quote status changes to Rejected.