Commit 8f83a7f0 authored by Jennifer "JJ" Cordz's avatar Jennifer "JJ" Cordz

Merge branch 'patch-10476' into 'master'

adding video around submitting quotes for approval for both the submitters and the approvers

See merge request !21861
parents cc1fe4e6 ff206ac4
Pipeline #59220727 passed with stages
in 30 minutes and 6 seconds
......@@ -222,14 +222,20 @@ The following is a list of required documents/processes needed before you submit
* The opportunity will automatically change to Closed Won and the Close Date will update to the date of submission.
#### Quote Approval
Prior to creating a quote, either in Word format or PDF format, all quotes must be approved. The following steps outline the process for how to correctly submit a quote for approval. This approval flow follows the criteria in [our matrix](https://docs.google.com/document/d/1-CH-uH_zr0qaVaV1QbmVZ1rF669DsaUeq9w-q1QiKPE/edit#heading=h.ag75fqu12pf0) for approvers. Please review this matriz so you are aware of all the scenarios as well as any potential fields that you may have to fill out on the quote.
Prior to creating a quote, either in Word format or PDF format, all quotes must be approved. The following steps outline the process for how to correctly submit a quote for approval. This approval flow follows the criteria in [our matrix](https://docs.google.com/document/d/1-CH-uH_zr0qaVaV1QbmVZ1rF669DsaUeq9w-q1QiKPE/edit#heading=h.ag75fqu12pf0) for approvers. Please review this matrix so you are aware of all the scenarios as well as any potential fields that you may have to fill out on the quote. To watch training videos on various scenarios that you may encounter when submitting a quote for review or after it is reviewed please refer to our training videos below.
1. Navigate to the quote that you would like to submit for approval. Ensure that all of the relvant information is filled out on the quote.
2. You will be able to see who the requiered approvers are on the quote prior to submitting the quote and why they are requiered.
3. Once you are sure that the quote has the correct info on it click the the `Submit for Approval` button on the quote screen.
4. Your quote has now been submitted for approval. If it needs any approvals you can monitor who needs to approve it on the quote in the section `Required Quote Approvals`
#### Training Videos
1. [Simple Quote Approvals](https://youtu.be/XZXyv-6CInk)
2. [Standard Quote Approvals](https://youtu.be/RppeHssnazs)
3. [Complex Quote Approvals](https://youtu.be/J49vQe4DGOs)
##### Quote Approvers
According to [our matrix](https://docs.google.com/document/d/1-CH-uH_zr0qaVaV1QbmVZ1rF669DsaUeq9w-q1QiKPE/edit#heading=h.ag75fqu12pf0) for approvers there are a number of reasons that you may be involved in approving an opportunity. Please make sure that you are familiar with the scenarios that you may be involved with.
* To review how you can approve or reject quotes please watch this [training on youtube](https://youtu.be/T47h4VNTRWU)
* Once a user submits a quote for approval it follows the order of approvers as stated in our approvers matrix.
* When you are requiered to review a quote and are the current team member who should review a quote you will be notified by email. In the email you will find the details as to why your approval, who any previous approvers were as well as a link directly to the quote.
* Once you have reviwed the quote you can either approve or reject any quote in one of two ways.
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