Set-up Workflow Approval, Only Required If Sales Quotes are Discounted.


When the workflow plugin is used to set up for required approval of sales quotes by a manager before being sent to a customer, all sales quotes will require approval for those users set up to request approvals.  It may be preferred only to require approval if a discount is applied to a sales quote.  This user guide explains how to set up this configuration.

From the Sales Quote Dashboard, click on the Configuration menu, click on the option Extensions Settings, and select the option Workflow from the sub-menu.

Sales Quote and Sales Proposal Software - Set-up Workflow Approval, Only Required If Sales Quotes are Discounted. - illustration 1

Click on the Approval Settings tab.

Sales Quote and Sales Proposal Software - Set-up Workflow Approval, Only Required If Sales Quotes are Discounted. - illustration 2

Click on the toggle switch. Require approval for discounted sales quotes only to activate the setting (the button should be green for the "on" state).

Related User Guide Topics

Set-up Sales Quote Approvals Process
8 Mar 2020
The workflow plugin allows companies to enforce a manager approval process before documents can be send to the end client. Ensuring everything meets your company guidelines.
Configure Workflow Approval Only When a Sales Quote is Discounted
8 Mar 2020
This guide explains how to set up your workflows so that all sales quotes must be approved by a manager before being sent to a customer, and can save you extra work.
Setup Customer Reminders
8 Mar 2020
Customer reminders allow you to ensure that your document is always at the top of the pile.
Installing the QuoteCloud Workflow Plugin
13 May 2019
The QuoteCloud workflow plugin allows companies to implement workflows for sales consultants and set up an approval process for some sales consultants.

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