You can automate much of the quote-approval process with a workflow.
The following sample workflow uses automatic and manual steps that
set the quote status automatically and sequence the quote through
the approval process.
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Note: This workflow type
is Quote Based, which
you can specify as a property when creating or saving the workflow.
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Note: You cannot edit or delete the Client
Account Manager and Submitter roles. WorldServer regards
the Client Manager as the Client Account Manager and the quote
requester as the Submitter in the workflow. Workflow steps
assigned to the Client Manager and quote requester roles are resolved
dynamically for the Client associated with the project.
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