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How a Client Approves a Quote - Knowledgebase / Client Portal - ESP+

How a Client Approves a Quote

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Customers can approve a quote directly through their Client Portal. They can click on the Quote icon in the upper right to open the quote.

After reviewing the product information and pricing, they can scroll to the bottom and click on the Approve Quote button.

From this point on, when the customer clicks on the Quote icon, they will see a message that they have approved their quote and will not be able to submit requests for updates or changes.

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