Overview
Manager Approvals will allow Administrators to create Approval Policies and Rules to control how your organization is quoting by ensuring manager approval should certain conditions be met.
Available rules include:
Line Item description
Line Item name
Line Item one-time amount
Line Item one-time discount amount
Line Item one-time discount percent
Line Item one-time margin amount
Line Item one-time margin percent
Line Item recurring amount
Line Item recurring discount amount
Line Item recurring discount percent
Line Item recurring margin amount
Line Item recurring margin percent
Line Item source
Quote includes adhoc line items
Quote one-time discount amount
Quote one-time discount percent
Quote one-time margin amount
Quote one-time margin percent
Quote one-time total
Quote recurring discount amount
Quote recurring discount percent
Quote recurring margin amount
Quote recurring margin percent
Quote recurring total
Quote shipping
Quote template
Rules have qualifiers and can be stacked, for example:
Approval Policies can be set to require a single approver, or multiple approvers.
If a single approver is required, multiple approvers can still be set but once one of them approves, the Quote will be approved and ready to send to the prospect/customer.
If multiple approvers are required, set the order of each approver. Each user will be notified by email when their approval is needed.
In the Pending Approvals tab, Quotes requiring a single approver show approvers separated by a "/", Quotes requiring multiple approvers show an arrow between approvers denoting the order of approval that is needed.
On the Approval History tab, green denotes a complete approval, red denotes a rejection. For multi-stage approvals, if a Quote is approved but not all approvers approved then it has been overridden by an Account Owner.
For a multi-stage approval, if an Account Owner wants to expedite the approval process, under Pending Review > All Quotes they can review the Quote and override the approval.
Once a Quote is approved or rejected, all feedback received through the process is saved and visible from the Internal Quote View. Note that approvals overridden by Account Owners are clearly communicated as well.
Prerequisites
Manager Approvals requires our Pro plan or above, or it can be added to your plan as an add-on.