If your company reviews quote requests before they go out, a property manager's quote request waits in Pending review until an Enterprise leader sends it to vendors or rejects it. Enterprise leaders review quote requests. Property managers submit them with Send for Review.
This is available if your company has it turned on. Contact VendorPM to turn it on.
Where to find it
In the left navigation, under Manage, click Quote Requests, then open the Pending review tab. The number next to the tab shows how many quote requests are waiting. You can search, filter and sort the list.
Enterprise leaders also get an email when a property manager sends a quote request for review.
Review a quote request
On the Pending review tab, click the quote request to open it. Its status shows as Pending review.
Check the Overview and Details tabs.
To change anything before it goes out, open Details, click Edit, make your changes, click Save, then click Yes to confirm.
When it's ready, click Send to Vendors. The quote request goes to the vendors the property manager selected.
When you send a quote request that another property manager created, they get an in-app notification that it was sent to vendors.
Reject a quote request
Open the quote request and click Reject.
Under Reason for rejection, tell the property manager what needs to change. A reason is required.
Click Reject to confirm.
The quote request leaves Pending review and goes back to the property manager, who is notified with your reason. Vendors don't see it.
You can still send a rejected quote request yourself. Open it, make any changes in Details, then click Send to Vendors.
What the property manager sees after a rejection
The quote request is back in their Draft tab with the status Rejected.
When they open it, a message at the top shows who rejected it, when, and the reason.
They edit the quote request, then click Resubmit for review. It returns to Pending review for an Enterprise leader to review again.
Good to know
If the quote deadline has passed, Resubmit for review is unavailable. Change the deadline in Details first.
If your company has more than one Enterprise leader, the first one to send or reject a quote request decides. If someone else already acted on it, you'll see a message saying so.
If your company requires a budget on quote requests, add one before you click Send to Vendors.
An Enterprise leader's own quote request can also land in Pending review, for example a copy of an earlier request. Review and send it the same way.