close

QuoteCloud Workflow Plugin


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.  When creating/editing users that are sales consultants, you can choose to set another QuoteCloud user that must approve a quote before it can be sent to a customer.

How to install the QuoteCloud Workflow Plugin

Click on the Extensions button on the top menu bar.

Click on the QuoteCloud Approval Request Workflow Plugin in the list of plugins.

Next, click on the Free Trial button. Please note, to activate a plugin you will need to setup your payment credit card in payment setting.  You will be prompted to go to QuoteCloud subscription payment settings if you have not already set these up.  You cannot access any plugins without first subcribing to a QuoteCloud subscription plan.

After you click on Free Trial and confirm your acceptance of the terms and conditions to use the plugin, you will see the page as shown below and you are ready to start using Workflow Approvals plugin.

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.

Getting Started

QuoteCloud 2013-2021 Copyright all rights reserved