Approving and sending a quote

If a quote looks ready to send to the lead or customer, it can be submitted for approval by authorized persons in your company. To do so, do the following:

submit quote
  1. Open the opportunity, locate the quote, and click Submit For Approval. The Submit quote for approval dialog opens.

    submit quote 2
  2. Select the persons to whom you want to submit the quote for approval and click Submit.

    The quote must be approved by everyone you select before the quote can be sent to the customer.

The person(s) that you select will get a notification on their feed where they can directly view and approve or reject the quote. Approving or rejecting the quote will trigger a notification to the submitter.

Rejections can be explained by adding a comment.

If you get notified that a quote is approved, you can directly send the quote to the e-mail address of the contact of the organization. The quote will be sent from the email address of the person who sent it, and the team of the opportunity will receive a notification of this.

Quotes sent from VOGSY can be signed digitally with the Signhost plugin.

Who can approve quotes?

To approve quotes you must meet at least one of the following criteria:

  • You must have the Manager role. This can be set on your Employee page.

  • You must be assigned the Deputy manager for quote approval. This role can be set via the Companies/Departments back office settings page. Note that each department or company can have its own deputy manager for quote approval.

You cannot be the approver for your quotes. That is one of the purposes of the deputy manager for quote approval, as a backup approver for cases in which the typical approval is not available, or ineligible.