Client Self-Approval & Rejection of Quotes

Trainer: David Joyce
Feature: Online Quote Approval & Rejection
Platform: Turbo Inventory (Cloud + Customer Portal)

? Overview

The Quote Approval Workflow allows your clients to review, approve, or reject quotes online — without any manual follow-up from your team. This streamlines the sales process, eliminates paperwork, and enhances the professional experience for your customers.

✅ Key Benefits

• Fully digital, paperless approval process

• Self-service access via email or Customer Portal

• Signature capture and rejection reasoning

• Visibility of approval status and workflow tracking

• Automatic quote status updates within Turbo Inventory

? Pre-Requisites

• A valid quote created for the customer

• Templates and email setup configured (see below)

?️ Step-by-Step: Sending a Quote for Approval

1. Create the Quote

• Standard quote creation applies

• Refer to the Quote Creation Training if needed

2. Add Critical Notes (Optional)

• Use the Customer Notes field to highlight any important disclaimers or conditions (e.g., "No refunds on this item", safety notes for hire, etc.)

• These notes appear prominently on the client approval screen

3. Email the Quote to the Client

There are two ways for the client to access the approval screen:

Option 1: Email Link

• The quote email includes a direct link to the approval page

• To configure:

  • Go to Settings & Tools → Language

  • Search for "Quotes"

  • Edit the Email Quotes In Message

  • Insert the appropriate dynamic link field (contact support if unsure)

Option 2: Customer Portal Access

• Clients with access to the Customer Portal can:

  • Go to the Quotes tab

  • Click Actions → View Quote → Approve or Reject

? If most of your clients do not use the portal, email links will likely be your primary method.

?️ Client Quote Interaction

1. Review

• The customer views their quote

• Notes and product details are visible

• Two options: Approve or Reject

2. Reject

• Client selects a rejection reason (customizable)

• Can optionally add notes

• Status is updated to "Rejected"

• Quote moves to the Rejected tab

3. Approve

• Customer provides:

  • Full name

  • Signature (mouse/touch input)

• Once submitted:

  • Quote is locked

  • Status updated to "Approved"

  • Signature is saved and displayed

? Internal Visibility & Workflow

• New column: Signature — Displays if a quote has been signed

• Use the Approved tab to filter all signed quotes

• Continue with your internal workflow (convert to sales order, etc.)

• Toggle filters to return to all open quotes

? Notes & Best Practices

• ❗ Once signed, quotes cannot be edited or re-approved

• ✅ Quotes remain digitally traceable with timestamped approval

• ? Rejected quotes can be revised and re-sent if needed

• ? Ensure the email template includes the quote access link

? Example Use Cases

• Equipment hire with liability disclaimers

• Discounted quotes needing client confirmation

• High-volume quote workflows where sales reps cannot follow up individually

✅ Summary

Turbo Inventory’s quote approval system gives you a fast, automated, and professional way to close deals. Whether you’re dealing with 10 quotes or 1,000, this feature helps you streamline approvals, track responses, and keep your sales process moving.