QRG QT.3 – Approvals & Proposals

Approvals #

1. Open the Quote needing approval.
2. Click Preview Approval.
   • Any approvals needed will be listed on this page.
3. Click Submit for Approval.
   • If your quote needs approval from a GM, they will appear in the Approvals Portlet in the Quote.

Proposals #

4. Once approved, choose Generate Quote Proposal.
5. Wait for Conga Sign to gather the information and generate the document and agreements.
6. Once done, scroll down to the Files portlet to check the document before proceeding to Customer signing.