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Approvals and proposals

Approval queue and manager decisions

Review submitted exceptions, inspect the quote context, and record an approval or requested change.

Managers and users with quote-approval permission7 min readCore

What reaches the queue

Quotes with open management-required conditions can be submitted from Review. The approval queue shows decisions the current manager is allowed to make.

Review before deciding

  • Open the quote and read every approval reason.
  • Check the current pricing, discount, lease, fee, and pool context involved.
  • Confirm the quote has not changed since the request was created.
  • Add a useful note when requesting changes.

Decision outcomes

Approval clears the reviewed conditions and records the manager decision. Requested changes return the quote to the rep for revision and resubmission. A later material pricing change can require a new evaluation.

Still stuck?

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