A quote or order
Read a quote or order line by line, and approve a quote.
This page shows one quote or order in full. You get here with the eye in the order list, or from a notification.
What you see
At the top: Status, Date, Valid until, Total, Your reference and Our reference, and any Notes we wrote.
Then the lines: Description, Qty, Unit price and Amount, with Total excl. VAT at the bottom.
- Export gives you the document as PDF or Excel.
- Show list takes you back to all orders.
Approve a quote
When a quote is waiting for you, a blue box says The quote is waiting for approval, and until when it is valid.
Who can approve: the admin or owner role at your company. With the member role you can read the quote but not approve it — the box says so. Ask an admin or owner at your company, or get in touch with us.
- Read through the lines.
- Choose Approve quote under the table.
- Confirm with Yes, approve. This accepts the quote and turns it into an order. Choose Cancel if you change your mind.
- The status changes to Approved, with your name.
Approving here is the same as approving through the link in our email — use whichever is easiest.
If approval does not go through, the page says why, for example:
- This quote has already been approved — someone got there first. — a colleague approved it in the meantime. Nothing more to do.
- This quote has expired. — get in touch and we will send a new one.
- You do not have permission to approve quotes for this company. — your role does not allow it.