Delegating and Sharing Quotations
4 min
Introduction
The Delegate function allows users to collaborate in the quotation process. Users can delegate or share quotations with other team members, enabling them to view and collaborate on the same quotation simultaneously. This function enhances teamwork and facilitates seamless collaboration in the quotation creation process. Delegated quotations can be created either at the time of quotation creation or by using the "Delegate" button on the Sales Dashboard.
Conditions
- Quotations can only be simultaneously shared by a maximum of two users.
- Delegations cannot be removed once accepted.
Guided steps
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What I learned
Quotations can be shared to receive assistance, collaborate in the quotation process, or cover absences.
Delegated quotations are marked with a shared icon.
Delegated quotations can either be accepted or declined by the recipient.
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