Approvals and quote readiness

Readiness is reason-first

Quote readiness combines saved quote completeness, pricing data, policy checks, approval state, and send preflight. The card names the first actionable reasons instead of showing an unexplained score.

• Quote incomplete means required quote data is missing, such as a product.
• Cost data required means margin can't be interpreted until missing Cost Basis is resolved.
• Approval required means the quote can be edited but must receive the recorded approval before customer delivery.
• Not ready to send means a blocking preflight item still needs attention.

Approval flow

1. 1Open Review and read each policy check and its explanation.
2. 2Correct data errors or revise pricing and terms when appropriate.
3. 3If a valid exception remains, select Submit for approval.
4. 4While the quote is pending, wait for the manager decision or use the available nudge action when appropriate.
5. 5If changes are requested, edit the quote and submit it again.
6. 6When approved, confirm the preflight is green and continue to Cover & Send.

Common triggers

Your dealer controls many approval conditions. Typical reasons include margin or selling-price policy, discounts, unusual lease terms, dealer-paid documentation fees, or financed amounts above the configured limit.