CRM › Selling
Quotation Approvals
Every signature a quotation is waiting for, in the order they are collected. A quotation is sent to the customer only once every level has approved.
Where to find it
Address in the console: /crm/quote-approvals
Read-only list · 15 columns · 2 actions
This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Quotation | Code | quote_no |
| Customer | Text | account_name |
| Amount | Amount | amount |
| Largest discount % | Number | discount_pct |
| Level | Number | level_no |
| Approver | Text | approver_name |
| HRMS position | Text | approver_position |
| Held by | Text | approver_role_holders |
| Why them | Text | routed_by |
| Rule | Code | rule_code |
| Raised by | Text | requested_by_name |
| Due | Date and time | due_at |
| Status | Status | status |
| Decided by | Text | decided_by_name |
| Comment | Text | comment |
What you can do here
Approve primary
Asks for: Comment
Reject
Asks for: Why — whoever raised it needs to know what to change*
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.