Approval or denial via Proposal

In case of more complex problems or ordering goods, responsible person will probably need to approve a request, based on the budget. Preliminary calculation can be edited in Proposal tab. Proposals are made by service provider or supplier. Additional information how to create and verify an offer can be found in chapter Proposals, Quotations.

After receiving the notification e-mail with proposal, customer’s responsible person can enter CDESK via link in the message (in case he has an account), where he can check lines and then click the button Approve selected. He can deny parts of proposal the same way. If customer doesn’t have an account in CDESK and both parties agree, the Proposal can be approved by the provider (supplier) for him.

Acceptaton or denial of proposal by customer

Image: Acceptaton or denial of proposal by customer

Notification e-mail about approval of request realization with link to request proposal page in CDESK

Image: Notification e-mail about approval of request realization with link to request proposal page in CDESK