EasyDo 365Submitting Quotation Approval Requests
Learn how to submit quotation approval requests for vendor quotes and pricing approvals in EasyDo 365
Submitting Quotation Approval Requests
Quotation approval requests enable employees to obtain authorization for vendor quotes and pricing proposals before committing to purchases or services. This ensures proper budget oversight, competitive pricing verification, and managerial authorization for significant expenditures.
Video Tutorial
Prerequisites
- Active EasyDo 365 account
- Assigned reporting manager
- Vendor quotation or price proposal
- Understanding of purchase requirements
Submitting a Quotation Approval Request
Open EasyDo Tasks App
Launch the EasyDo Tasks app on your phone and log in with your credentials.
Navigate to Manager's Chat
Open the chat with your reporting manager or the designated approval authority.
Access Request Approval
Click on the plus icon (+) in the chat. From the options menu, tap Request Approval.
Select Quotation Approval
In the request approval menu, tap on Quotation Approval. The quotation approval form opens with all necessary fields.
Fill in Quotation Details
Complete the form with accurate information:
Reference Number: Enter the quotation reference number or your internal tracking number.
Date: Select the quotation date using the date picker (typically the date on the vendor's quote).
Title: Write a clear, descriptive title (e.g., "Office Equipment Quote - ABC Suppliers").
Amount: Enter the total quotation amount precisely as shown on the vendor quote.
Notes: Add detailed information including:
- Purpose of the purchase
- Business justification
- Why this vendor was selected
- Comparison with other quotes (if applicable)
- Urgency or timeline requirements
- Any special terms or conditions
Attach Quotation Document
Click on the Add Attachment button and select the quotation document from your device.
Best practices for attachments:
- Include the complete vendor quotation
- Attach comparison quotes from other vendors
- Add specifications or requirements documents
- Include any relevant correspondence
Review and Submit
Verify all information is accurate and complete. Click the Submit button in the top right corner to send your quotation approval request.
After Submission
Once submitted:
- Request appears as "Pending for Approval" from your manager
- Manager receives notification to review
- You can track status in your requests section
- Manager can approve, reject, or request more information
Upon approval, you can proceed with the purchase according to company procurement procedures.
Tips for Effective Quotation Requests
- Multiple Quotes: Attach at least 2-3 comparative quotes to demonstrate due diligence
- Itemized Details: Ensure quotation clearly itemizes products/services and pricing
- Validity Period: Note quotation validity date in your notes
- Payment Terms: Highlight payment terms and delivery timeline
- Total Cost: Include all costs (taxes, shipping, installation, etc.)
- Budget Reference: Mention which budget line item will cover this expense
Common Quotation Types
- Equipment and machinery quotes
- Office furniture and supplies
- IT hardware and software
- Professional services proposals
- Maintenance and service contracts
- Construction and renovation quotes
- Marketing and advertising services
- Transportation and logistics quotes
Related Resources
- Operational Expense - Expense approval requests
- Contract Approval - Contract authorization
- Vendor Payment - Payment requests
- Company Dashboard - Dashboard overview
Need Help?
Contact your reporting manager for approval process questions or IT support for technical assistance.