How to Send a Quote for Approval
In today’s fast-paced business environment, efficient workflow management is the foundation of successful operations. One important aspect of field service management is sending quotes for approval, which ensures transparency and accountability in the sales process.
While sending a quote for approval in Zuper, understanding the process can make the workflow seamless and effective. This guide will walk you through the entire process, highlight key considerations and offer practical tips to navigate the quote approval process with ease.