A manual quote approval process generally starts with a quote request and usually ends when a quote is approved or abandoned, or when a project is created based on the quote. Client Managers and client users complete the quote-approval process manually and do not receive email notifications. For example:

• A Client Manager or client user with the appropriate permissions creates a quote. The initial quote status is Requested.
• On the WorldServer side, Client Managers can view, edit, and change the status of the quote on an ongoing basis from the Quotes page. The quote statuses are:

  • Requested
  • Pending Approval
  • Approved
  • Abandoned
• On the TransPort side, Client users with the appropriate permissions can view and edit the quote from the Quotes page. Based on the current status, client users can:

  Current Status	Select	Description
  Requested	Abandon or Save and Request Update	To manually: Place the project on hold or abandon the project entirely Revise the quote and request an update
  Pending Approval	Approve , Abandon , or Save and Request Update	To manually: Approve the quote Place the project on hold or abandon the project entirely Revise the quote and request an update Save and Request Update resets the status to Requested.
  Approved	Once a quote is approved, the status is ready-only and cannot be changed.	Create a project based on the approved quote.
  Abandoned	Save and Request Update	To revise the quote and request an update. Save and Request Update resets the status to Requested.

Note: Be sure to enable the following permissions for users responsible for quotes: Under the WorldServer Assignments section, click Can manually change quote status within the Quotes permissions. Under the TransPort section, click Can approve quotes manually and Can abandon quotes manually within the Can update quotes permissions.