Nautaes Captain Guide — Accept a Quotation

Overview

When a supplier sends a quotation for a service request, you can review it and accept it from Quotations. Accepting a quotation confirms you approve the scope and pricing, and it unlocks the next step (typically payment and then scheduling/starting the job).

Important: Valeria is an AI assistant and can make mistakes. Always verify critical information (scope, quantities/hours, VAT, totals, dates, and safety-related decisions) before accepting.

Step-by-step: Accept a quotation

From the left menu, open Quotations.
Select the quotation you want to review (you’ll see the quote reference and status).
Review the quotation carefully:
- Service (what the quote is for)
- Supplier information (company details)
- Quote items (e.g., labour hours, unit price, VAT rate)
- Notes from supplier (timing, conditions, validity)
- Financial summary (subtotal, VAT amount, total)
Check the Related to section to confirm it matches the correct service request.
Review any Attachments (photos, documents) provided.
If a Captain Signature is required, click Add Signature and sign.
Click Accept (or the acceptance action shown on the quotation screen).
Confirm the status changes to Accepted.

After acceptance: what happens next

You’ll see a confirmation that the quotation was accepted.
The platform will prompt you to pay the invoice to start the job (depending on the supplier’s payment terms).
You may also see options to:
- Download the quotation
- Request revision (if something needs changing)
- Decline quote (if you do not agree)

If something looks wrong

Before accepting, use these options:

Request revision if the scope, pricing, VAT, or timing needs adjustment.
Decline quote if you don’t want to proceed.

Quick checklist (Captain)

Correct service request linked
Scope is clear and complete
Labour/parts quantities and hours make sense
VAT rate and totals are correct
Any deadlines/validity dates are acceptable
Signature added (if required)