> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Submit a quote for approval

> Send a quote to your manager for review and approval before publishing to the customer

{/* AUDIT NOTE: Submit for approval button not visible in tested account (template may not have approval enabled). Button labels and field names remain as TODOs pending verification on an account with approval workflows active. */}

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.

## 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

## Submit the quote

<Steps>
  <Step title="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.
  </Step>

  <Step title="Review the quote details">
    Verify all quote information is accurate:

    * Line items, quantities, and pricing
    * Discounts and payment terms
    * Customer information
    * Expiration date

    <Warning>
      You cannot edit the quote after submission. If changes are needed during approval, your manager will move it to **Changes requested** status.
    </Warning>
  </Step>

  <Step title="Click Submit for approval">
    Click the **\[BUTTON LABEL]** button in the top right corner of the quote page. {/* TODO: verify button label - likely "Submit for Approval" or "Request Approval" */}

    A confirmation dialog appears.
  </Step>

  <Step title="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. {/* TODO: verify field name - likely "Message" or "Note to Approver" */}

    Click **\[BUTTON LABEL]** to confirm. {/* TODO: verify button label - likely "Submit" or "Confirm" */}
  </Step>
</Steps>

## 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. {/* TODO: verify section name - likely "Approval History" or "Approvals" */}

## Troubleshooting

<AccordionGroup>
  <Accordion title="I don't see the Submit for approval button">
    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.
  </Accordion>

  <Accordion title="My manager hasn't received the notification">
    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. {/* TODO: verify if resend option exists */}

    Alternatively, share the direct quote link from your browser's address bar.
  </Accordion>

  <Accordion title="I need to make changes after submitting">
    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.
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Approve or reject quotes" icon="check-circle" href="/user-guide/quotes/reference/lifecycle">
    Learn how managers review and approve submitted quotes
  </Card>

  <Card title="Quote statuses" icon="list-timeline" href="/user-guide/quotes/reference/quote-anatomy">
    Understand the complete quote lifecycle and status transitions
  </Card>

  <Card title="Edit a quote" icon="pen-to-square" href="/user-guide/quotes/reference/quote-anatomy">
    Make changes to a quote in Draft or Changes Requested status
  </Card>

  <Card title="User roles and permissions" icon="user-lock" href="/user-guide/settings/users/manage-roles">
    View what each role can do in Qwoty
  </Card>
</CardGroup>