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When your quote is ready, you must submit it for approval if your organization requires manager review. The quote moves from Draft to Pending approval status and your manager receives a notification. This guide walks you through submitting a quote and tracking its approval status.

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Prerequisites

  • You have created a quote in Draft status
  • Your user role is Sales Rep or higher
  • Your organization has approval workflows enabled for the quote template

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Submit the quote

1

Open the quote

Navigate to Project > Quote in the side menu and click the quote you want to submit.The quote must be in Draft status to submit for approval.
2

Review the quote details

Verify all quote information is accurate:
  • Line items, quantities, and pricing
  • Discounts and payment terms
  • Customer information
  • Expiration date
You cannot edit the quote after submission. If changes are needed during approval, your manager will move it to Changes requested status.
3

Click Submit for approval

Click the [BUTTON LABEL] button in the top right corner of the quote page. A confirmation dialog appears.
4

Add an optional message

Enter a message for the approver in the [FIELD NAME] field if you need to provide context or highlight specific items. Click [BUTTON LABEL] to confirm.

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What happens next

  • The quote status changes to Pending approval
  • Your manager receives an email notification with a link to review the quote
  • You receive a confirmation email that the quote was submitted
  • The quote is locked for editing until approved or returned
You can track approval progress on the quote detail page. The [FIELD NAME] section shows who needs to approve and their current status.

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Troubleshooting

Your quote template may not require approval, or you may not have permission to submit. Contact your Admin to verify approval workflow settings.The button is also hidden if the quote is not in Draft status.
Ask your manager to check their spam folder and verify their email address is correct in their user profile. Admins can resend notifications from the quote page. Alternatively, share the direct quote link from your browser’s address bar.
Contact the assigned approver and ask them to move the quote to Changes requested status. You’ll regain edit access and can resubmit after making updates.If your approver is unavailable, an Admin can change the quote status.

Approve or reject quotes

Learn how managers review and approve submitted quotes

Quote statuses

Understand the complete quote lifecycle and status transitions

Edit a quote

Make changes to a quote in Draft or Changes Requested status

User roles and permissions

View what each role can do in Qwoty