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Approval workflows enforce your pricing governance before quotes reach customers. You define approval rules with conditions (for example, margin below 20% or total above 50,000) and one or more stages of named approvers. When a quote meets a rule’s conditions, it must be approved before it can be shared. In the left side menu, approval rules are under Workflow › Approval. The menu is visible only if your role has read access to Workflow.
Qwoty workflows are approval rules. There is no generic automation engine (triggers and actions), and no escalation or reminder logic.

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Reference

How approvals work

Conditions, stages, statuses, and notifications

Manage roles

Workflow permissions and approving without validation

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How-tos

Create an approval workflow

Set conditions and approval stages, then attach the rule to a template

Approve or reject a quote

Review a quote pending approval

Submit a quote for approval

Request approval as a sales rep

Quote lifecycle

Where approval statuses fit in the quote lifecycle
Last modified on October 27, 2026