Submit a quote for approval
Learn how to submit a quote for approval.
- Create or edit a quote.
- Select Save and Submit.
- Select Submit for Approval.
The approval request displays the request status, submitter, submission date, current approval step, and current approver. Email notifications are sent to the applicable approvers when an approval request is submitted.
If no approval flow or rule applies to the quote, the quote does not enter an approval process.
After all required approvals are complete, the approval status changes to Approved. You can then select Send to Zuora from the quote.
The Send to Zuora option is visible before the quote is approved. However, selecting it before approval returns an error indicating that the quote has not been approved.