undefined - Set-up Sales Quote Approvals Process - illustration 06a6cdda-2e0c-4345-a3de-6be30f5393ad

Setup Manager Approval Process

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.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Set-up Sales Quote Approvals Process - illustration 1f77ce2c-cca8-45e1-86e8-ce3d1e9896ed

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.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Set-up Sales Quote Approvals Process - illustration b1f8b72c-5776-4360-88ab-0248cee9197f

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

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Set-up Sales Quote Approvals Process - illustration eec47411-6fe1-4afd-9336-d61f499547b7

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 who can approve a sales quote for this user you are editing.

After selecting the correct approval users, click Save.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Set-up Sales Quote Approvals Process - illustration b10014b5-8b1b-41b6-b8fe-53f9bf8ac1f5

Related User Guide Topics