Approve quotes and other work
When your IT provider needs your organization’s decision, it appears in the portal and you get an email. Your answer is signed, so both sides have a record of who decided what. This page covers approval requests, quotes, and project milestones.
Before you begin
Section titled “Before you begin”- Answering approvals needs Respond to approvals, accepting quotes needs Accept and decline quotes, and signing off milestones needs Accept milestones. The Approver and Owner roles have all three.
- Accepting a quote or signing off a milestone commits your organization. It can create an invoice for the amount shown.
Find what is waiting for you
Section titled “Find what is waiting for you”Select Approvals. It is one list of everything waiting for a decision: approval requests, quotes, and project milestones. It opens on Waiting for me. All open shows everything still open, and Decided shows the rest. Items you can answer show Your answer needed, and a due date when there is one.
Answer an approval request
Section titled “Answer an approval request”- Open the request. It shows what you are asked, the amount if there is one, who decides, and any answers so far.
- Select Approve or Decline.
- Under Approve and sign or Decline and sign, type your full name, and optionally your job title. You can also draw your signature.
- To decline, say why in Why are you declining?. Otherwise, a comment is optional.
- Tick I agree, and this is my signature.
- Select Sign and approve or Sign and decline.
The portal may ask you to confirm it’s you first.
Some requests need more than one answer. Who decides says so: when everyone asked must approve, one decline declines it, and the request shows who has still to answer.
Accept or decline a quote
Section titled “Accept or decline a quote”- Select Quotes, then the quote. Waiting for you lists the quotes that need a decision.
- Read the quote. Where the quote offers options, such as a choice of plans, an optional item, or a quantity you can change, pick what you want. The totals update as you pick: what is due on acceptance, what is billed each month, and what is billed later as milestones complete.
- To accept, select Accept, which shows the amount due on acceptance, then sign as above and select Sign and accept.
- To decline, select Decline, optionally say why, and select Decline quote.
To ask your IT provider about it first, select Ask a question, which starts a new ticket about the quote. Download PDF saves a copy.
A quote replaced by a newer version can no longer be signed. The page links to the current version.
Sign off a project milestone
Section titled “Sign off a project milestone”- Select Projects, then the project. A milestone ready for you shows under Waiting for your sign-off.
- To accept it, select Sign off, type your name and optionally your job title, tick to agree, and select Sign off milestone.
- If the work is not finished, select Not yet, send it back, say what still needs doing, and select Send it back.
The project page also shows its progress, its milestones, and updates from your IT provider.
Next steps
Section titled “Next steps”Content is licensed CC BY 4.0. Code samples are MIT. Outpost and the Outpost mark are trademarks of Outpost Business Solutions, PBC and are not covered by either license.