Quote Approval Rules

Quote Approvals enable Sales Leadership, RevOps, Finance, and Legal teams to require approvals be obtained by the Sales Representative prior to sending a Quote to a prospect / customer for signature.

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Only Active Approval Rules will be triggered

Configuring an Approval Rule

Quote Approvals have three key components:

• Name: the text displayed to the Sales Rep. when submitting a Quote for approval that triggers this Approval Rule
• Workflow condition(s): a set of ORs and ANDs evaluated as TRUE or FALSE. When TRUE, the Message is shown along with the Outcome.
• Approver(s): individual user(s) or team(s) (group of users) that are authorized to approve that rule.

Multi-Approver Rules

When an Approval Rule has multiple approvers,

1. Approvals occur sequentially.
   1. A quote must be approved at the current stage before moving to the next approver.
   2. If the approver is a team, only one team member needs to approve to move to the next stage.

For example, an Approval Rule is created for any Discounts over 20%.

1. The Manager is the first Approver, followed by the Director, then the VP of Sales.
2. When the Quote is submitted for Approval, an email alert will be sent to the Manager.
   1. Only when and if the Manager approves the Quote is an email sent to the next approver, the Director.
      1. If the Manager rejects the Quote, the next approval email is not sent.

Approval Status Visibility

Sales reps can track approval progress directly from the Quote, providing clear visibility into the status of each Approval Rule and approver.

From the Quote, reps can easily see:

• Which Approval Rules have been triggered.
• The current stage of each rule.
• Which approver or approval team is responsible for the current stage.
• Whether an approval has been approved, denied, or is still pending.

Approval Status Indicators

• Not Sent: A dotted empty circle indicates that the approval request has not yet been sent. This typically occurs when the rule contains multiple approvers and the quote has not yet reached that stage of the Approval List.
• Email Sent: An envelope icon indicates the approval request has been sent to the approver but has not yet received a response.
  • Hovering over the icon displays the date and time the approval email was sent.
• Approved: A check mark icon indicates the approval request has been approved.
• Denied: A cross icon indicates the approval request has been denied.