Use “Release a customer-accepted quote” in Recued. Review the quote or added work your customer accepted, then approve its fixed task and invoice plan. Apply the changes together while the accepted terms still match.
Release a customer-accepted quote
Use “Release a customer-accepted quote” in Recued. Review the quote or added work your customer accepted, then approve its fixed task and invoice plan. Apply the changes together while the accepted terms still match.
Complete workflow
Reception — Approval
1 pinned recipe
Use Reception — Approval in Recued. It includes 1 built-in action. Actions that change data use Recued's approval controls.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (1 steps)
release
core.work-entity.quote-signoff.release
Release work entity quote signoff
Uses (1 operation)
Tasks & notes
Release work entity quote signoff
core.work-entity.quote-signoff.release
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.
What it's allowed to do
Write
Tasks & notes
core.work-entity.quote-signoff.release
external change