Please check the user's roles. A salesperson is not able to finalize bids if they are not enabled with the Bid Verification role within their user profile.
- Without bid verification enabled, a salesperson can submit a bid for approval but not finalize.
- A user's roles can be view by selecting the User Menu Icon then selecting Edit Profile.
Once a bid is submit for approval, all Primary users will receive an email. All bids pending approval will be shown under Bid Pending in the Project Status pipeline.