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Setup Manager Approval Process


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.

Using the Workflow Request Approval Plugin in a Sales Quote

To use the workflow approval you must first update the configuration of the users that must obtain approval before being allowed to send a sales quote to a customer.

Click on the Configuration menu, and then click on the Manage Users and Roles option.

Now you have subscribed to the Workflow Approval plugin, you will see a new tab called Workflow.  Click on the Workflow Tab.

Click into the Proposal Approval User(s) field and select one or more users from the list of available QuoteCloud users.  The users you select from this list will be the people that can approve a sales quote for this user that you are eiting.

After selecting the correct approval users, click Save.

Related User Guide Topics

Bulk update Sales Quote Status to Lost
11 Mar 2021
When a Sales Consultant is very actively and sending many sales quotes to customers, the Sales Quote Dashboard can quickly become full of sales quotes that have not eventuated in a successful sale.  There is a very useful tool in the Sales Quote Dashboard to quickly select multiple sales quotes and update the status to "Lost" in one easy operation.
Bulk Delete Sales Quotes
11 Mar 2021
When a Sales Consultant is very actively and sending many sales quotes to customers, the Sales Quote Dashboard can quickly become full of sales quotes that have not eventuated in a successful sale.  There is a very useful tool in the Sales Quote Dashboard to quickly select multiple sales quotes and update the status to "Lost" in one easy operation.
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.

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