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QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023

Once a document has been approved the user will be notified in a couple of different ways. The first is an email can be sent by the approver notifying the user that their document has been approved. The email window will launch automatically when a document is manually approved by using the File-> Approve Quote menu option. If it is approved via QuoteValet, an automatic email will be sent to the user notifying them that the quote has been approved.

If there is another user set on the “Prepared By” field on the Sale Info tab that user will be CC’d on the approval email notification and comments if the document has been uploaded to QuoteValet.

The Sale Info Tab will also be updated with the information that the document has been approved. If the document has been approved it will state who approved it and by which method.