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When a sales rep requests approval, the approvers of the current stage receive an email. You review the quote in the quote editor and approve or reject it.

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Prerequisites

  • You are an approver of the current stage of the approval rule
  • The quote is in Pending approval status

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Find quotes waiting for your approval

There is no separate approval queue. Use one of these:
  • Open the link in the approval request email. The email includes the note the sales rep entered in Note to approver, if any.
  • In the left side menu, click Project › Quote and filter the list by the Pending approval status.

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Review and decide

1

Open the quote

Open the quote in the editor. In the sidebar, the Alerts section shows the approval required and the progress (Step 1 of 2, for example).
2

Review the quote

Check the line items, discounts, margin, and terms.
3

Approve

Click Approve in the header. If this was the last stage, the quote moves to Approved. Otherwise, the next stage starts and its approvers are notified.
4

Or reject

Click Reject. In the Request changes modal, fill in Add a message to be included in the notification (required), then click Reject. The quote moves to Approval rejected.

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Approve without validation

If your role has the Overpass sales Restriction permission, you can click Approve without validation, then Approve directly. This approves the quote immediately and skips all remaining stages. It can’t be undone.

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What happens next

  • Approved: the quote owner receives an email and can share the quote with the customer.
  • Approval rejected: the quote owner receives an email with your message. The quote stays editable; the sales rep can change it and click Request approval again.

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Troubleshooting

Only approvers of the current stage see these buttons. Check that the quote is in Pending approval and that you’re listed in the current stage of the rule (Workflow › Approval).
Another approver already processed the quote (for example with First responder can approve or reject). The view refreshes to show the current state.
The quote was modified and now triggers a different approval rule, or none. Click the button to review the change, then Confirm and approve.

How approvals work

Statuses, stages, and notifications

Submit a quote for approval

How sales reps request approval

Quote lifecycle

All quote statuses and transitions

Publish a quote to Dealroom

Next step after approval
Last modified on October 27, 2026