How can I change the status of a proposal?
From the quote management, click on a quote. You are now in the details screen of the quotation. Here you have the option to change the status via the select menu.
When you are logged in Offorte and you view a quote in the preview, there is no possibility to approve your quote. The system then recognizes you as an Offorte user and not as a customer. The quotation display agreement function is intended for customers.
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