Approvals

Review the exact submitted proposal

Submission freezes a complete QuoteVersions packet and its commercial lines. Each approval step identifies that version, content digest, requested amount or percentage, policy revision and assigned reviewer. Lines, options, dates, milestones and terms cannot change underneath a pending decision.

Approvals Awaiting Me presents the reviewer’s assigned pending steps. The reviewer sees the pricing allocation, floors, margin evidence, configuration warnings, justification and special terms. They approve or reject the packet with a recorded decision and comment.

An owner or material editor cannot supply the independent decision on that same revision. A Sales Manager who helped edit a team quote therefore needs the applicable independent reviewer. Deal Desk can decide its assigned terms work, but cannot approve every terms row merely because the role can read it.

Keep rejection and revision history

A rejected request retains its decision and reason. Sales Rep withdraws or creates the permitted fresh draft revision, makes the change and submits a new packet. Earlier approval steps remain attached to the content they reviewed.

Approved content is also protected. A changed quantity, configuration, term, price allocation, billing plan or clause invalidates the old clearance for the new revision. Rechecking only whether the percentage increased would miss other material changes.

Delegate without losing accountability

ApprovalDelegations records the original authority, eligible delegate, scope and effective period. An independent authorized Admin or Executive Approver approves the grant, excluding its principal and delegate. A decision requires a live grant, the delegate’s active role and a conflict check against ownership and editing. Both the actual decision-maker and represented authority remain on the step.

The decision itself is still Approved or Rejected. Delegation is evidence of who could act; it is not a substitute outcome that prevents the approval chain from completing.

Escalation follows the configured policy and links the replacement work to the timed-out step. It explicitly records which obligation was replaced and which lower-tier decisions remain necessary. At the highest tier, an unresolved timeout stays visible for intervention rather than approving itself.

Govern changes to the policy

Admin prepares matrix changes through MasterChanges. An independent authorized Admin or Executive Approver reviews the proposed revision before activation. The author cannot activate their own proposal, and new settings do not rewrite decisions already made under an older version.

Quotes Awaiting Approval shows the broader queue. Approval Bottlenecks reports elapsed review time and delegation or escalation paths. Discount Leakage and Win Rate by Discount Band support commercial review using the recorded discount basis, without treating approval as proof of a successful sale.