How to create Xero Quotes for approval in ApprovalMax
To create Quotes directly in ApprovalMax, the respective workflow should be set up and activated.
- Click on the "+NEW REQUEST" button in the top right-hand corner near your Avatar:
- In the pop-up window, select the request type from the respective Organisation and click on CREATE A REQUEST.
- In the Quote request form, specify the particulars such as Customer, Item details, Quantity, etc.:
- If you want to email approved Quotes automatically to the Customer, tick the respective checkbox:
- You can add attachments to that email by clicking on Add An Attachment under Attachments To The Customer.
- When you submit a Quote for approval, it will run through the predefined workflow. Once all approvals are in place, the Quote will be pushed to Xero in the status Sent and include a detailed audit trail of the entire workflow as well as all attached documents.
- If the "Email approved Quotes automatically to the Customer" checkbox was activated, an email with the Quote as a PDF file attached and a link for a Customer's decision will be sent to the specified email address.
- The customer can click on the link in the email, view the Quote and make a decision: accept or decline.
- If the Quote has been accepted by the Customer, it can be copied to a Sales Invoice.
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