Manager Approvals

Delegate quoting tasks without losing oversight

With Manager Approvals, you can create customized approval policies for each of your employees, triggering notifications to you for a final look at quotes before hitting Send.

Get more people on your team quoting

Create a culture where everyone on your team quotes confidently. With unlimited users on all Quoter plans, Manager Approvals provides oversight for quotes that trigger policy violations, while removing bottlenecks from getting violation-free quotes out the door.

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Review and approve quotes in one click

When a quote draft triggers a policy violation, the assigned manager(s) are automatically notified. The quote can then be reviewed and approved with a single click via email.

Customize your policy violation triggers

Some examples of what Manager Approval can be triggered on include:

Total amounts (up-front and recurring)
Total margins (up-front and recurring)
Line Item amounts (up-front and recurring)
Line Item margins (up-front and recurring)
Line Item name and description

See how Manager Approvals works in Quoter

Book a 1:1 demo with one of our product specialists for a personalized walkthrough.

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