How to Approve a Quote

When a Quote is completed, you will typically submit it for approval.

To be able to submit a Quote, several conditions must be met:

An approval workflow must be defined, which is set up in Workflow Logics.
There is no error or critical alert on any line.
All required fields are filled in.
If some required fields are empty, there is an additional warning icon on the line item. However, if the missing required field is inside a popup configurator, you can still submit the Quote (as the logic to evaluate it is triggered only when you open the popup configurator).

If needed, the submitter can add a comment for the approver. This functionality must be enabled.

Once the Quote is in the approval process, it can no longer be edited. Changes are only possible if you click the Withdraw button. The workflow status will change and the Quote will be editable again.

To approve/deny a Quote, the approver has several options:

Click on the respective links in the notification email the approver receives. (Sending of emails and their content are configurable.)
Go to the User menu > My Approvals, find the Quote and click Approve/Deny.
Open the Quote, go to the Workflow tab and click Approve/Deny.

The approver also has the possibility to provide a reason for approval/denial.

There is a single approval process for the entire Quote, i.e., there is no separate approval process at the product level.

See also Workflow Life Cycle to learn about workflow and document statuses.