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


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

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

Click on the Approval Settings tab.

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 your company to implement a workflow process for sales consultants, whereby you can choose to set an approval procedure for some sales consultants.
Configure Workflow Approval Only When a Sales Quote is Discounted
8 Mar 2020
When the workflow plugin is used to setup for required approval of sales quotes by a manager prior to being sent to a customer, all sales quotes will require approval for those users set-up to request approvals.  It may be a preferred option to only require approval is a discount is applied to a sales quote.  This user guide explains how to setup this configuation.
Setup Customer Reminders
8 Mar 2020
Customer reminders can be automatically sent based on two events;a) the recipient of a sales quote has not opened their sales quote to read it.b) the recipient of a sales quote has read their sales quote, but has not approved it.
Installing the QuoteCloud Workflow Plugin
13 May 2019
The workflow plugin allows your company to implement a workflow process for sales consultants, whereby you can choose to set an approval procedure for some sales consultants.

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