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.

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.

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