Submit a quote for Approval

Chargebee CPQ allows you to configure approvals for quotes to support a Maker-Checker process for your sales organization.

If a quote requires approval, after preparing the quote, click View Approval Details to see who will approve it.

Click Request for Approval to send the approval request. Once approved, the quote will be ready for you to send to the customer.

The approver will be notified via email of the approval request. Once approved, the quote will be ready for you to send to the customer.

Note: For approvers such as Executive Sales Head, Finance Head, and more, learn more about managing quote approval requests.

Once the approval is sent to the approver, your HubSpot deal will show the Quote Status with Pending approval.

The approver will be notified via email of the approval request. Once approved, the quote will be ready for you to send to the customer.

Read Next:

• Sending a Quote for Customer Acceptance
• Converting a Quote into a Subscription