🚧 We will be undergoing server maintenance from 20th March '26, 8 PM to 21st March 8 AM. Please avoid using QuoteMan during these hours.
🚧 We will be undergoing server maintenance from 20th March '26, 8 PM to 21st March 8 AM. Please avoid using QuoteMan during these hours.
A quotation approval workflow is a predefined process that determines who can approve quotations before they are sent to customers.
As businesses grow, different salespeople prepare quotations, negotiate prices, and offer discounts. Without proper controls, pricing becomes inconsistent and profit margins begin to shrink.
An approval workflow establishes clear rules for quotation approvals based on factors such as quotation value, discount percentage, customer type, or product category.
For example:
Up to 5% discount – Sales Executive
5%–10% – Sales Manager
Above 10% – Managing Director
Instead of relying on emails or WhatsApp messages, digital approval workflows automatically route quotations to the appropriate approver.
This creates pricing consistency, improves accountability, and reduces approval delays.
Feel free to signup for a 30 day free trial now.
Start Free Trial