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Overview

Approvals lets you define structured approval workflows that route quote actions through approval chains before responses are sent to partners. This ensures proper review and sign-off on pricing, margins, and terms.

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Action Flows

An action flow defines the approval states and transitions for a specific type of review. To create one:
  1. Click Create Action in the top toolbar
  2. Enter an Action Name and Description
  3. Define your States — the ordered list of stages (e.g., Pending, Review, Approved, Rejected)
  4. Configure Transitions — which states can move to which other states
  5. Set Terminal States — designate which states end the flow as success (e.g., Approved) or failure (e.g., Rejected)
  6. Choose whether the action is Mandatory — mandatory actions must complete before a quote response can be sent
  7. Optionally set Auto-Remind — number of hours after which to automatically remind the approver
  8. Configure the Rule — whether this action fires before or after the quote response

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Managing Actions

Click View Flows to see all configured action flows. From here you can:
  • Enable/Disable an action flow
  • Edit the name, description, mandatory status, auto-remind interval, and partner exceptions
  • Delete an action flow
Partners listed in the Exceptions field are exempt from the action flow.

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Integration with Inbox

When a mandatory action flow is active, the Inbox will show the approval status on quote threads. Approvers receive an email with a link to review and advance the approval state. Quote responses are blocked until all mandatory actions reach a terminal success state.