This activity is used to define internal approval steps for a request quotation. Approval steps determine which users must review and approve the quotation before it can be sent to the customer. This supports internal governance and ensures that pricing, scope, terms, and margins are verified according to company policies.
To configure approval steps for a request quotation, navigate to the Approvals tab within the Request Quotation. Here, you can define one or more approval steps, assigning specific approvers based on your organization’s approval hierarchy. The approval flow can be tailored to require single or group of approvers, aligning with internal governance requirements.
Note: The internal approval process is optional and should be initiated after all quotation content, including services, pricing, and planning details, has been finalized.
As a result of this activity, one or more approval steps are added to the Request Quotation. The quotation becomes subject to the defined approval flow, and designated approvers can review and approve the quotation before it is sent to the customer.