How to accept Quotes

[Support Team]

RangerMSP User Question*

How can I allow my customers to accept Quotes through the Web Interface?

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* Question received by email and shared here for the benefit of our users.

[Support Team]

Re: How to accept Quotes

Answer


To allow clients to accept Quotes via the Web Interface, first you must mark it as Public (on the Quote Properties tab) so the customer can see it and then also go to File > Users and Privileges > Customer Privileges - For Web User and make sure the box for Accept Quotes is checked for the group which the customer is assigned to. You can read more about Customer Privileges here.