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.
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