Advanced Feature: Third Party Approval of Quotations
Do you need to gain third party approval of a quote before you can purchase spares,
for example from an Asset Manager, Owner, or End Client?
If so, we have you covered. Our platform allows you to share your quotation with third parties for approval.
They can review the parts you have selected and either approve, comment on, or reject the purchase.
How it Works
- Fill your shopping cart as normal then click 'Share Quote for Approval'
- Enter the email address of the third party approver, and an optional message.
- Add your preferred mark-up to cover your costs.
- The approver will not see your purchase cost - only the final price including your mark-up.
Approval Stage
- The link takes the approver to a secure private approval portal to see the Quotation.
- The approver can see the parts selected, the total price including mark-up, and any comments you have added.
- Once approved, you will receive a notification with a verified timestamp of the approval.
Additional Features
- You can add other costs to the quote that are not fulfilled by Spares for Solar, such as labour, plant hire, etc.
- You can set up default approvers and standard mark-up rates depending on your contract, client or site.
- The approvers receive an email from Spares for Solar. Alternatively, you can paste a link into an email you send them.
- Optionally, the portal can be branded with your own logo and name: your-company.sparesforsolar.com
- You can incorporate your own default terms and conditions / clauses into the quotes,
which can be configured differently depending on the contract, customer or site.
- If required, you can insist the approver enters a Purchase Order number before granting approval.
- No sign-up is required for third parties to approve your quote.
Optionally, Third Parties can sign-up for an account to track their approval history, further enhancing the process.
- With your agreement, Spares for Solar can automatically despatch the parts following third party approval.
Feature Roadmap
The Third Party Approval feature is on our roadmap and is expected to roll-out in Q2 2025.
Have you seen our Contract Spares Management feature?