Using the Authorisation module for quote requests

Modified on Wed, 6 Oct, 2021 at 11:10 AM

  • Key users are now able to Nudge a relevant Authoriser to gain approval for quote requests.
  • When an Authoriser is set up for the specific Client Organisation, Department or Section, the Key User can then click Create Estimate > Request Authorisation via Nudge in order to send a Nudge to the authoriser. 
  • If required, a Nudge can be sent to an Authoriser prior to or following the Client Estimate Approval.

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