Quote approvals before anything goes out
Quote approval workflow
Quotes written in sufly CRM now pass through an internal approval line before they reach the customer.
Designing the approval line
Name your approvers in order, right in the quote editor. Lines can have several steps (a first approver, then a second, and so on), and each step is tied to a role: the owner, the team lead, or an administrator.
The approval bar
The top of the quote detail shows how far the approval has travelled. You can see which step has signed off and who is next without opening anything else.
The send gate
A quote that has not finished its approval line cannot be sent. The send button stays disabled until every step is approved.
Also in this release
- Unit prices and line totals accept a wider numeric range (bigint), which clears the errors that large project amounts used to trigger.
- Fixed a bug that dropped the section structure when a quote was copied into a new version.