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Pre-requisites

Users should have “Sell quotes” permission.

How to purchase a quote

1. In Quotes tab, select the completed quote.
   It navigates to Quote Review screen.

2. Click Accept button.
   It navigates to Quote Acceptance screen.
   

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3. Click Purchase button
   

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4. Select Payment Options and click OK button
   

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How to purchase multiple quotes

Note: only quotes with same currency can be purchased together.

1. In Quote Acceptance screen, if there’re more than one purchase-able quote, users can find them in “Quotes ready for purchase” and “Other available quotes” section.
   

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2. Click the arrow-up / arrow-down button to move the quotes between the two sections.

3. Click Purchase button

4. Select Payment Options and click OK button.

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