Quote
Overview
Partners can access to the quotes with a special link that is sent to them by email. Partners can see the quote details, download the quote as a PDF, and accept or reject the quote.
Partners access is limited only to the specific quote. Partners can not see other quotes or other data in the application.
Accept or reject quote
Partners can accept or reject the quote by clicking on the "Accept" or "Reject" button. After the partner accepts or rejects the quote will be updated in the system.
If is quote accepted, can be created an invoice from the quote. If the quote is rejected, the quote will be marked as rejected in the system.
PDF download
Partners can download the quote as a PDF by clicking on the "Download PDF" button. The PDF will be generated and downloaded to the partner's computer.
All actions that the partner makes are logged in the audit log.