QuoteCloud Workflow Plugin


The workflow plugin allows your company to implement a workflow process for sales consultants, whereby you can 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.

Sales Quote and Sales Proposal Software - Installing the Workflow Plugin - illustration 1

How to install the QuoteCloud Workflow Plugin

Click on the Extensions button on the top menu bar.

Sales Quote and Sales Proposal Software - Installing the Workflow Plugin - illustration 2

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

Sales Quote and Sales Proposal Software - Installing the Workflow Plugin - illustration 3

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

Sales Quote and Sales Proposal Software - Installing the Workflow Plugin - illustration 4

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.

Getting Started

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