Follow this guide to successfully transition your estimate into the approval phase within the QuoteAnywhere platform.
1. Select an estimate from the "Recently modified" list to expand details.
2. Click "View Estimate"
3. Navigate to the "Sale Status" tab in the left-hand menu.
Note: if there is a green dot next to the Sales Status, an approval is required.
4. Click the "Pre Approval" row to view approval details.
5. Click "Initiate"
6. Type an optional note and click "Continue".
7. By clicking exit, the estimate will be removed from the approval process.
8. Click the back arrow to return to the estimate dashboard.
9. The status will show "Pending Pre Approval.
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