Quote approval

Step by step

1. Draft Sales Manager

   The rep builds the quote on the opportunity from the account’s price book: lines with quantity, unit price and discount, a header with payment terms, billing frequency, validity date, scope of work and any special terms.

   • Updates Quotes, Quote lines

2. Submit System

   The rep submits. The rules check each line’s discount against the rep’s authority and the entry’s maximum discount, and each unit price against the floor. They check the payment terms and billing frequency against the standard, the special terms field for any content, and the total against the deal size thresholds.

   • approval flag set
   • Updates Quotes, Price book entries, Users, Approval thresholds

3. Route Deal Desk

   Each breach becomes an approval step with a reason and an approver. A discount above the rep’s authority goes to the first person up the reporting line whose authority covers it; above the entry’s maximum it goes to the deal desk regardless. Deal size goes to the sales manager, and to the manager’s manager above the second threshold where one is set. Floor price, non-standard terms, payment terms and billing frequency go to the deal desk. Steps are ordered and the first approver is notified; a quote with no breaches is approved by the system here.

   • approvers notified in sequence
   • Updates Quote approvals

4. Approve Sales Manager

   The assigned Sales Manager or Deal Desk user reviews the quote, buying committee and price history and records the decision in quote approvals. The final approval marks the quote Approved. Rejection retains the rejected step and returns the quote for revision. A delegate must hold the required authority and pass the same self-approval checks.

   • approved or returned
   • Updates Quote approvals, Quotes
   ApprovalA person approves before the work moves on.

5. Send Sales Manager

   The approved quote is rendered to PDF and sent to the recipient contact; the sent date is stamped and the quote is locked. If it is the primary version, the opportunity’s values are updated.

   • opportunity values updated
   • Updates Quotes, Opportunities

6. Answer Account Executive

   Account Executive or Customer Success Manager records the customer’s answer. Accepted requires accepted date and acceptance document for the current version; Declined records a refusal. An unanswered quote becomes Expired after its validity date. Any new version starts at Draft and requires its own approvals and negotiation review.

   • accepted version ready for the bookings check
   • Updates Quotes

Account Executive

Or Customer Success Manager drafts, submits and sends the quote.

Sales Manager

Approves assigned authority and deal-size exceptions. a higher Sales Manager handles the next level where configured.

Deal Desk

Approves entry-maximum discounts, floor-price and terms exceptions.