Before you start
The Quotes area helps you structure a commercial proposal through approval, customer acceptance, and invoicing. Each document contains the customer, issue date, validity, products or services, quantities, prices, taxes, discounts, notes, and terms.
The workflow separates preparing the proposal, approving it internally, recording the customer's decision, and explicitly creating a draft invoice. This makes the current state clear and preserves its relationship with the opportunity and invoice.
Information
Talento does not send the quote to the customer from this page. Use the company's agreed communication channel, then update the status in Talento when the relevant decision is known.
Submit a quote for approval
- Open an editable quote.
- Review the total and terms.
- Select Submit for approval.
- Wait for an authorised employee's decision.
The status changes from Draft or Rejected to Pending approval. Approval rules determine who can review it.
Approve or reject a quote
For an authorised reviewer, Approval appears on a pending quote. Open the review and record the decision.
- Approved: allows the commercial response to be recorded next.
- Rejected: returns the quote to an editable state for correction and resubmission.
Before deciding, check the customer, validity, lines, taxes, discounts, total, and terms.
Warning
Approval is an internal decision. It does not mean the customer accepted the proposal and does not create an invoice.
Common issues
If an option is unavailable, it may depend on your permissions, active modules, or company settings. Ask an administrator to review your access; you do not need to repeat the task or choose an option that does not apply.