Quotes are approved under two scenarios:
1 When it is the customer who approves the quote
If the customer clicks Approve on the quote while viewing it in the web view, the quote status changes to Approved in real time. Likewise, if they Decline the quote, the quote status changes to Not Approved, following which, you can make necessary changes to the quote and resend it again for approval.
Once the quote is approved, you may create a job from the quote, optionally copying over tasks, description, and the quote value as the job approval limit.
2 When you are the one to approve the quote on behalf of the customer
If you are approving the quote yourself on Loc8, change the quote status from Pending Approval to Approved status on the quote inspector.
In the following screen, you can add a comment about changing the status and enable job creation from the quote, optionally copying over tasks, description, and the quote value as the job approval limit.
