Quotation approvals
Approve or reject quotations that need your sign-off, in order of level.
For: Sales managers and approversSteps
- When a quotation needs you, you get a notification (and an email if you have them switched on). The link opens Sales → Approvals.
- The list shows what waits for you, with the total, highest discount and the rule that applies.
- Open a quotation to see the approval chain, the lines and the PDF.
- Add a comment and select Approve — or Reject, which needs a comment. The requester is told either way.
- When every level has approved, the quotation is ready to send. Admins set the rules in Settings → Sales → Quotation approvals.
Good to know
- You never see your own quotations here: someone else must approve them.
- Level 2 is only asked after level 1 approves.
Still need help? Contact support