1. Click on ATS Quotes.
2. Click into linked quote number.
Double check following information:
3. Estimated Start Date.
Adjust date to appropriate availability date (it will always be a Monday).
4. Cancellation Notices.
5. Rates.
6. Discount Tier.
7. Additional Quote Line Items.
8. To edit any information click Edit Quote.
9. Make any necessary changes and click Next edit Resources.
10. Click Save Quote.
11. Click Scope.
12. Select Edit Scope to add or change any Scope lines.
Scope can be adjusted by both Sales and Operations.
13. To add a Scope line click +New and describe the Task.
14. Click the boxes to include or remove tasks from the Quote.
If a Scope line needs to be indented or a sub-task needs to be entered, use the Hierarchy button.
15. Click Save.
If any Scope change is done after the Ops Review, it will trigger an immediate legal review.
16. To approve the Quote click into History.
17. Click Approve.
18. Add any comments.
19. Click Approve.
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