You can now send cost estimates for approval! Once you've finalized your cost estimate, you can initiate the approval process with just a single click.
How do I send an approval with my Cost Estimate?
Click the "Send for Approval" button which can be found below the graph on the cost estimate report screen.
After sending for approval, you will be redirected to the approvals screen creating a new approval in the case.
If you need to make changes to your cost estimate, click on the three-dotted icon on the Cost estimate report and click on "View Details" to open the cost estimate report.
Additionally, you can clear the report from the approval by selecting "Remove".
💡Applying changes to the Cost Estimate report will also update the numbers on the approval.
Adding cost estimates to an approval
If you have an existing approval with no cost estimate attached, simply click on the "Add Cost Estimate" button found in the Summary section of the approval.
A window will appear where you can select an existing cost estimate or you can add a new one by selecting "+ Add New Cost Estimates".
