Quotations can be accepted directly in the portal, which records the acceptance with a timestamp so both sides have the same record.
Steps
- Sign in at crm.zylax.com.my.
- Open the Estimates or Quotations section and click the quotation reference.
- Read the full document, particularly the inclusions, add-ons, payment schedule and expiry date.
- Use the accept option on the quotation page.
- Confirm when prompted.
You can also accept using the secure link in the email the quotation arrived on, which opens the same document without needing to navigate the portal.
Check these before accepting
- Company name and registration number are correct, since they carry to your invoices.
- The inclusions match what you discussed. Anything mentioned on a call but missing from the document is not in the project.
- The selected add-ons are the ones you want.
- The payment schedule works for your finance team.
- The timeline fits any fixed deadline you have.
Who should accept
Someone authorised to commit your company. Acceptance is treated as approval of the scope and the commercial terms.
What happens next
The status changes to accepted, we raise the deposit invoice, and once that clears we schedule kickoff. Scope is now fixed to the accepted document, and later additions go through a written variation.
If you cannot accept online
A written confirmation by email from your authorised person, quoting the quotation reference number, is acceptable. Tell us if you need a signed hard copy for your internal process.
If you accepted the wrong quotation
Tell us immediately, before the deposit invoice is settled. It is straightforward to correct at that point and awkward once work has started.
For help accepting, reply to the quotation email or write to [email protected].
