A discounted quote is approved before it is marked sent
Who is involved
| Role | What they do |
|---|---|
| Account executive | Builds the quote with the discount and submits it for approval. |
| Sales manager | Reviews the quote and approves or rejects it with a note. |
Step by step
- CRM administrator
Sets the discount percentage above which a quote needs approval, in the approval rules.
What they see:The rule is listed.
- Account executive
Builds a quote with a discount above that limit and presses Send.
What they see:The send is refused: the discount exceeds the limit, so the quote must be submitted for approval.
- Account executive
Presses Request approval on the quote.
What they see:The quote shows that it is waiting for a decision.
- Sales manager
Opens Approvals and finds the request under Pending.
What they see:The quote, its discount, the limit it crossed and who asked.
- Sales manager
Approves with a note, or rejects with the reason.
What they see:The request moves to History with the decision.
- Account executive
Opens the quote again.
What they see:Approved, with the manager's note; or Rejected, with the reason to edit and resubmit.
- Account executive
Presses Send on the approved quote.
What they see:The quote is marked sent.
Who is told what
The requester sees the decision on the quote itself; no message is sent when it is decided. A manager can press a reminder that sends everyone with waiting requests a message in their notification bell saying how many are waiting and for how long.