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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 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.

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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.

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

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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.

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Related User Guide Topics

Set-up Sales Quote Approvals Process
Set-up Sales Quote Approvals Process
12 Mar 2022
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.
Setup Customer Reminders
Setup Customer Reminders
12 Mar 2022
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.
Configure Workflow Approval Only When a Sales Quote is Discounted
Configure Workflow Approval Only When a Sales Quote is Discounted
12 Mar 2022
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.
Installing the QuoteCloud Workflow Plugin
Installing the QuoteCloud Workflow Plugin
13 Mar 2022
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.