Submit Quote for Approval
When your admin has set up approval rules for quotes, a quote that matches a rule needs internal sign-off before you can send it to the customer. This maker-checker step keeps discounts and nonstandard terms within your company's policy. Quotes that don't match any rule skip this step.
Submit a Chargebee CPQ quote for approval
- While you prepare the quote, a banner shows This quote needs approval before sending it to the customer when the quote matches an approval rule. Click View Approval Details to see which rule matched and who will approve the quote.
- Click Request Approval at the top of the quote form. When a quote needs approval, this button replaces Create. The This action requires approval. Do you want to proceed? dialog opens.
- Enter a Message for Approver(s), which is required, and click Request Approval in the dialog.
The quote moves to Pending Approval, and the approvers are notified by email. When every required approval is in, the quote returns to Open and you can send it to the customer.
What happens when a Chargebee CPQ quote is rejected or edited during approval
- Rejected: If an approver rejects the quote, its status changes to Approval Rejected, usually with the approver's comments. Revise the quote and request approval again.
- Edited while pending: Editing a quote in Pending Approval cancels the approval request. Request approval again after you save your changes.
Approvers, such as a sales head or finance head, review requests as described in managing quote approval requests.
Next Steps
Once the quote is approved, follow these steps: