Approving a Quote

Table of Contents

Introduction

Step 1: Receive the Quote Notification

Step 2: Access the Quote

Step 3: Review the Quote

Step 4: Approve the Quote

Step 5: Confirmation

Step 6: Finalization

Takeaway

Introduction

This guide provides step-by-step instructions to approve a quote for a cloud application. By following these steps, you can ensure a smooth and efficient approval process.

Step 1: Receive the Quote Notification

You will receive an email notification informing you that a new quote is ready for your review.

Step 2: Access the Quote

Click on the link provided in the email to access the quote. This will direct you to the quote review page on the platform.

You can also access the quote by logging into the platform.
Navigate to https://catalog.appdirect.com/en-US/home and log in with your credentials.

Click 1. Manage> 2. Account> 3. Applications> 4. Quote. Select the quote you wish to approve.

Step 3: Review the Quote

Carefully review the details of the quote, including the products or services listed, quantities, and prices to ensure everything is correct.

Step 4: Approve the Quote

Once you are satisfied with the quote, scroll to the bottom of the page and click the "Approve Quote" button. You will also need to accept the Terms and Conditions.

Step 5: Confirmation

After approving the quote, you will see a green notification on the same page stating, "This quote has been approved".

Step 6: Finalization

The quote will then be submitted for final approval and processing by the fulfillment team. You can track the status of your quote and subsequent order on the Purchases page.

Takeaway

By following these steps, you can easily review and approve a cloud application quote, ensuring a smooth and efficient process.