Requesting Document Approval

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Requesting Document Approval

If a quote requires approval, a message will alert the user that their document requires approval if they attempt to Print or Email the document without seeking approval first:

A user can request approval by clicking the “Request Approval” button under the File -> Print/E-mail/Deliver menu (or the icon on the QuoteWerks toolbar).:

When clicking the Request Approval button, the QuoteWerks document will be uploaded to (if enabled) and an email window will automatically be populated with a request for approval from the proper “approvers”.