Close & Mark Final

Use Close & Mark Final to accept and finalize the quotation.


To close and mark a quotation as final:

  1. From the top toolbar, click .

The Change page or Change Directive page appears and the Quotation now holds a status of Closed in the Quotation section.

What's next?
Once a quotation is closed, any e-mails required to be sent for the Quotation (Action Item notification or E-mail Subscription e-mails) are queued.
Additional Document Options
  1. Once you have closed the quotation, you are re-directed to the Change edit page and can select one of the following options:
    1. To view or print the quotation, click the View/Print link.
    2. To view a PDF of the quotation, click the PDF link.
    3. To return to the Home page, click the Home icon.