What it covers
Keep the requested change and its decision history connected to the commercial record.
Revenue and contracts
Approvals
Route decisions through a reviewable approval workspace.
How it works
Give commercial decisions a reviewable path
Route a requested change through a shared approval workspace and keep the decision attached to the relevant commercial record. Reviewers can see what was requested and what was decided.
In practice
Retain the approval request and decision history together.
When to use it
Useful situations
- Require a second review for quotes that meet an internal policy.
- Keep a record of the requested change and the reviewer’s decision.
- Give sales staff a clear view of which commercial offers can proceed.
A working path
How the work moves
Set the review policy
An authorised workspace user configures the approval policy to reflect the decisions that need review. Confirm who can request and decide approvals, and how the policy applies to quotes.
Submit a specific request
Open the quote and provide the required context for the reviewer, including what needs approval. Check the quote version and commercial details so the request is tied to the intended offer.
Record the decision
The authorised reviewer approves or declines through the decision workflow. Review the resulting history and communicate the outcome to the quote owner before sharing or revising the offer.
Illustrative scenario
Non-standard discount
A salesperson submits a quote with a requested discount and its business reason; a manager reviews the quote and records a decision before the offer is sent to the customer.
Before you start
What to check
- Approval rights and policy changes are permission-controlled; establish the intended reviewers before relying on a policy.
- An approval is an internal decision on a quote request, not customer acceptance, payment or legal execution of the offer.
Can a requester approve their own quote?
The approval workflow enforces its configured authority and permission rules; confirm reviewer assignments in your workspace.
Does approval send the proposal?
No. Approval records an internal decision; sharing the quote is a separate action.
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