> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/documents/sales-documents/quote-approval-by-your-client.md).

# Quote approval by your client

Waiting for a client to reply "yes, go ahead" by email slows the sale down, and the reply often misses the purchase order number or a corrected address. With quote approval, your client approves or rejects the quote online, from a link on the quote, without signing in to OrderEazi. Their answer, reasons, and any documents they upload are recorded on the project.

### Before you start

Tick **Display Ratings** in the quote's **Document Settings** when you create it. This adds approve and reject buttons to the quote, under "Select a button to approve or reject the quote." Without it, the quote has no approval link. Your administrator can make it the default for quotes in the [Workflow Manager](/central/order-management/settings/workflow-manager.md).

### What your client sees

When your client selects a button on the quote, the **Quote Approval** page opens. They can:

* **Approve:** Select **Approve**, enter any reference your organisation asks for, and select **Submit Approval**. A popup asks them to confirm that the delivery address on the quote is correct.
* **Reject:** Select **Reject**, choose one or more reasons, and select **Submit Rejection**. The reasons come from your [Quote Reject Reasons](/central/order-management/settings/data-management/quote-reject-reasons.md), plus "Other".
* **Add a comment:** Leave a comment of up to 2 048 characters with their answer.
* **Fix the address:** Select the link under **Address Changes**, correct the **Billing Address** or **Delivery Address**, and select **Submit Address Change**.

After they submit, they see "Review successfully captured. Thank you for your feedback."

### What happens on the project

* **When your client approves:** The project's history shows "Customer Approved" and the quote number, with any comment. The workflow moves on to the order approval step, with the note "Auto moved to Order Approval by" and the sales rep's name.
* **When your client rejects:** The history shows "Customer Rejected" with their reasons and comment. The quote's row on the **Documents** tab shows "Declined:" and the reason. The workflow doesn't move, so you can send a revised quote.
* **When your client changes an address:** The history shows "Client updated addresses" with the new addresses.

**Example:** You email a quote for 20 chairs with **Display Ratings** ticked. Your client selects approve, enters their purchase order number PO-7781, and confirms the address. The project's history shows "Customer Approved", the **Customer Order Number** becomes PO-7781, and the project moves to the order approval step.

### Settings that change the approval page

Your administrator sets these in **Settings** > **Organization Setup**, on the **Configuration** tab, under **System Settings** > **Quote Approval**:

* **Allow Client Uploads for Quote Approval:** Your client can upload supporting documents. They appear under **Client Uploads** on the project's **Documents** tab.
* **Require PO number for Quote Approval:** Your client must enter their purchase order number, and can upload the purchase order. The number is saved as the project's **Customer Order Number**.
* **Require PoP number for Quote Approval:** Your client must enter a proof of payment reference, and can upload the proof of payment.
* **Allow Multiple Active Quote Approvals:** Every version of the quote stays open until one is approved. When one is, the others close, and the project's lines, addresses, and contact change back to match the approved quote.

### When the link no longer works

* **"A newer version of this quote has been issued.":** You sent a newer quote, so the old link closed. Your client should use the latest email.
* **"Another version of this quote has been accepted.":** Your client already approved a different version.
* **"This link has expired or is invalid.":** The quote was voided, or the link is broken. Send a new quote.

### Related pages

* [Quotes](/central/order-management/documents/sales-documents/quotes.md): create the quote with **Display Ratings** ticked
* [Quote Reject Reasons](/central/order-management/settings/data-management/quote-reject-reasons.md): the reasons your client can choose
* [Sales orders](/central/order-management/documents/sales-documents/sales-orders.md): what comes after an approved order