TMS: Financials & reporting

Quotes statuses (new, approved, declined, invoiced, paid)

Add quote statuses, e.g. New, Approved, Declined, Invoiced, Paid. That way the quote would reflect entire cycle. It is enough if Project Manager can update Quote status manually selecting from drop down list.
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1 comment

  • Right now, quote can only be approved/declined by the vendors. It would be a great addition if project managers could update quote statuses manually. For example, as part of our workflow, vendors do not get a link to approve or reject quotes, so the quotes currently stay with a "For approval" status and we have no way of updating that.

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