---
key: approve-or-decline-a-quote
title: Approve, ask for changes, or decline a quote
audience: customer
section: portal/quotes
routes: ["/portal/quotes/:quoteId", "/portal/quotes"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Answer a quote from the portal by approving it with an optional PO number and note, asking the company for changes, or declining it, and see what happens next.
keywords: [accept quote, approve estimate, reject quote, request changes, PO number, purchase order, deposit, discount code]
related: [see-your-quotes-in-the-portal, pay-an-invoice-online, sign-an-agreement, quote-email]
---

In the portal's sidebar, open **Quotes**, then select **View** on the quote when you have more than one. The page address ends in `/quotes`. The button in the company's email opens the quote directly; see [[quote-email]].

## Before you start

- A quote you can answer shows **Approve quote**, **Request changes** and **Decline** beside its total. Read the lines, the total and the **Payment schedule** first: approving accepts those payment terms.
- If the quote reads **View or download this quote** instead of showing buttons, the company has not allowed answers from the portal. Contact them with your decision.

## Steps

To approve:

1. Select **Approve quote** beside the total.
2. In the dialog, type your **Purchase order number (optional)** if your business uses PO numbers. You can approve without one.
3. Type anything the company should know in **Add a note (optional)**.
4. Select **Approve quote**. Select **Not yet** to go back.

To ask for changes:

1. Select **Request changes**.
2. Under **What would you like changed?**, describe what you want different, for example a later start date or a line you do not need.
3. Select **Send request**.

To decline:

1. Select **Decline**.
2. Add a **Reason (optional)** so the company knows why.
3. Select **Decline quote**. Select **Keep reviewing** to go back.

To use a discount code, open **Have a discount code?** under the totals, type the code and select **Apply**. The totals update. It only appears when the company accepts codes on this quote.

## What you see

- After approving, the status reads **Approved** and the quote says your approval is saved. The company turns the quote into an invoice when the work is ready; nothing is charged yet.
- If the quote needs a deposit, it reads **Approved — deposit payment required**, and a **Required deposit due** card has a **Pay required deposit** button that opens the deposit request. See [[pay-an-invoice-online]]. When online payment is off, it reads **Approved — deposit instructions ready** with **Review deposit instructions** instead.
- If the quote is approved by signing an agreement, it reads **Agreement signature required** with **Review & sign agreement**. See [[sign-an-agreement]].
- After asking for changes, the status reads **Changes requested**. The company can update the quote in place and ask you to approve again.
- After declining, the status reads **Declined**. You can still read the quote, and you can ask the company for a revised one any time.
- Your note appears under **Your note**, and a PO number under **Purchase order**.

## If something looks different

- The dialog refuses your PO number: the company requires a certain format. The message under the field says what it expects.
- The message says the quote has changed: the company updated it while you were reading. The page loads the new version by itself; read it before answering.
- **Current job purchase order** appears after approval: the company lets you add or change the PO number on the work itself. Type it and select **Save current PO**.