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DocumentationAPI Reference
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DocumentationAPI Reference

Getting Started

  • Getting Started with Monetizenow
  • Platform Overview
    • Tenants

Product Catalog

  • Product Catalog
    • Products
    • Offerings
    • Rates
  • Creating your first Offering

Quoting

  • Quoting Overview
  • Creating your first Quote
  • Creating a Quote - Basics
    • Quote Name
    • Contacts on Quotes
    • Start Date and Contract Length
    • Quote Expiration Date
    • Net Terms
    • Attaching Documents
    • Adding Offerings
    • Auto Renewal
    • eSign
    • Terms and Conditions
    • Validations - Info, Warning, and Error
    • Approvals
    • Billing Schedule Output
    • Prices Output
    • Quote Stages
  • Creating a Quote - Advanced
    • Schedule Changes / Ramps
    • Pricing model / tiering customization
    • Quote Analytics
    • Customization of Quote PDF
    • CRM Association
    • Primary Quote
    • Percentage Price Uplift
    • Custom Display Frequency
  • Amendments
  • Renewals

Accounts and Contacts

  • Accounts
  • Contacts

BILLING

  • Billing Overview
  • Bill Groups
  • Proration

Tenant Settings

  • API Keys
  • Company Settings
  • Notifications
  • Users & Roles

Quoting Settings

  • Quote Approval Rules
  • Quote Validation Rules
  • Quote Settings
  • Teams

integrations

  • Accounting Systems
    • Quickbooks
    • Netsuite
  • CRM
    • Salesforce
  • eSign Integrations
    • DocuSign
  • Payment Gateways
    • Stripe
  • Webhooks

Provisioning

  • Provisioning Life Cycle
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Approvals

Suggest Edits

Approvals are steps required to be completed following Quote submission in order to be able to send the Quote to your prospect.

A common use case is requiring approval for heavily discounted deals or deals with long delayed start dates.

Keep an eye out for what triggers approvals while building your Quote so that you can make adjustments prior to submitting.

Updated 2 months ago