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.
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: an individual user or team (group of users) that are authorized to approve that rule
Only Active Approval Rules will be triggered
Updated 2 months ago