Route Large Sales Quotes Through Approval Before They Go Out
Protect your margins — automatically send quotes above a threshold or with steep discounts to a manager for approval before they reach the customer.
- 1
Capture the Quote
Add a
Webhooknode receiving the quote amount, discount and customer. - 2
Check Approval Rules
Add an
IFnode routing quotes above a value or discount threshold to approval, and auto-approving the rest. - 3
Request Approval
Add a
Slacknode sending the manager the quote with approve/reject buttons. - 4
Send on Approval
Add a
Gmailnode delivering the approved quote to the customer, or notifying the rep on rejection. - 5
Activate and Test
Activate the workflow and submit quotes above and below threshold. Confirm routing is correct.
Frequently asked questions
Can I set tiered approvers?
Yes — route by amount to different approvers, escalating the largest deals to senior leadership.
What about time-sensitive quotes?
Add a reminder that re-pings the approver if a quote sits unactioned so deals don't stall.
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