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.

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