How to Review Quote Requests

This process applies to quote estimates.

  1. Navigate to the Event Support Requests page.

  2. Locate the request from the Event Support Requests | Single Day table.

  3. To edit request details, go to the Quote Details page by clicking on the Details icon.

  4. On the Quote Details page, review request details and invoice items.

  5. From the Edit Request Details button and subsequent form, edit details and add Reviewer note, if appropriate.

  6. When the review is complete, click Send Quote to trigger an email to the requester and the payee. Do not update the status.

  7. After hearing from the requester and/or payee via email, follow the steps for the corresponding decision:

    1. Invoice Requested

      1. Status should be Final Review. Do not change status yet.

      2. Use Edit Request Details to uncheck the Quote Only checkbox and click Submit.

      3. On the Invoice Details page, confirm that the Quote Only field shows No and the header reads Invoice Details.

      4. To send the invoice, update status to Closed. The Payee will receive an email with a link to the invoice.

    2. No Invoice Requested

      1. Status should be Final Review.

      2. Use Edit Request Details to add Reviewer Notes, if needed.

      3. Update Status to Archived. This will bypass the Closed status and no invoice will be shared out.

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