Skip to main content
Help Center

Approvals and proposals

Approval conditions and policy administration

Configure supported approval conditions and thresholds without inventing custom pricing logic.

Admins and pricing managers8 min readPlan feature

Availability: Approval rules require the applicable plan and administration permission.

Fixed condition catalog

QuoteDeck provides a supported catalog of approval conditions. Admins enable the conditions their dealer uses and supply required thresholds where the condition needs one.

Blocking and alert-only

A condition can require management approval or provide a warning without blocking. The Review step names the actual issue and traces it to the dealer policy when that context is available.

Safe configuration

  1. 1Open Approval Rules.
  2. 2Choose a supported condition.
  3. 3Enter the required threshold and review the unit shown.
  4. 4Enable the rule and test a draft quote on both sides of the threshold.
  5. 5Confirm reps and managers see the intended workflow.

Still stuck?

Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.