After requesting RFQ approval you can track the progress of the approval workflow. Felix also gives you the ability to send an email reminder to a user you are waiting on to provide their approval.
View approval progress
To view the progress of an approval workflow:
- Navigate to Projects & Quotes > Requests for Quotation
- Hover over the more icon beside the pending RFQ
- Select Approval Overview
- Click the View Workflow button
Send a reminder to approvers
To send a reminder to an approver:
- Navigate to Projects & Quotes > Requests for Quotation
- Hover over the more icon beside the pending RFQ
- Select Approval Overview
- Click the View Workflow button
- Click the Remind button next to the outstanding approver
An email notification will be sent to the approver. Notifications can only be triggered once a day.
