{"id":12670,"date":"2018-01-12T22:09:28","date_gmt":"2018-01-12T22:09:28","guid":{"rendered":"https:\/\/www.process.st\/templates\/accelo-accepting-a-quote\/"},"modified":"2024-02-28T20:43:21","modified_gmt":"2024-02-28T20:43:21","slug":"accelo-accepting-a-quote","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/accelo-accepting-a-quote\/","title":{"rendered":"Accelo – Accepting a Quote"},"content":{"rendered":"
\n

Overview: <\/h2>\n<\/section>\n
\n

Getting Started <\/h2>\n
\n

Accelo is a project management platform that allows us to effectively manage all projects from initial planning phases through project completion.<\/p>\n

Accelo provides our customers with a level of transparency for each of their projects, including the ability to review and provide feedback on project quotes in real-time.<\/p>\n<\/p><\/div>\n<\/section>\n

\n

Reviewing a Quote: <\/h2>\n<\/section>\n
\n

Login to the Client Portal <\/h2>\n
\n

To begin reviewing a quote, you will first need to login to the ByteLaunch Client Portal. You can find the client portal at <\/p>\n

https:\/\/bytelaunch.accelo.com\/portal<\/a> <\/p>\n

If you are unable to login to the client portal, please email your contact at ByteLaunch to ensure an account has been created for you.<\/p>\n<\/p><\/div>\n

\n
\n <\/a>
\n <\/figure>\n<\/p><\/div>\n<\/section>\n
\n

Click on Quotes in the Navigation Menu <\/h2>\n
\n

Using the primary navigation, locate and click Quotes in the main menu.<\/p>\n<\/p><\/div>\n

\n
\n <\/a>
\n <\/figure>\n<\/p><\/div>\n<\/section>\n
\n

Select the Quote you wish to view <\/h2>\n
\n

Locate and click the title of the quote you wish to view.<\/p>\n<\/p><\/div>\n

\n
\n <\/a>
\n <\/figure>\n<\/p><\/div>\n<\/section>\n
\n

Provide Optional Feedback as Necessary <\/h2>\n
\n

If you have any comments, questions, or feedback, you can choose to click "Make a comment" to send a message directly to ByteLaunch with respect to the quote you are viewing.<\/p>\n<\/p><\/div>\n

\n
\n <\/a>
\n Click "Make a comment"
\n <\/figcaption><\/figure>\n<\/p><\/div>\n
\n
\n <\/a>
\n Type your comment and press Add Comment when done.
\n <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n
\n

Choose Accept or Decline <\/h2>\n
\n

Finally, you can set your disposition for the quote by pressing the Accept or Decline button.<\/p>\n

If there are no changes to the quote and all items are included, then you can Approve the quote and we'll convert the quote into a project and begin working together.<\/p>\n<\/p><\/div>\n

\n
\n <\/a>
\n <\/figure>\n<\/p><\/div>\n<\/section>\n
\n

Thank You: <\/h2>\n
\n

We exist because of customers like you. Thank you very much for your business!<\/p>\n

Best Regards,<\/p>\n

Michael Craig<\/strong>
President<\/p>\n

ByteLaunch, Inc.<\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"

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