When a quote is ready, select the Submit for Approval command on the quote. Deal Desk 365 checks it against your guardrails: a quote within them can be approved automatically, and a quote that breaches the floor or exceeds the allowed discount is routed to an approver team and locked while the decision is pending.
What happens on submit
- Within the guardrails (no floor breach, within the allowed discount): the quote can be approved automatically and is ready to send. This behavior is controlled by the Auto-Approve Within Guardrails setting; see Approval behavior settings.
- Breaches the floor or exceeds the allowed discount: Deal Desk 365 evaluates your organization's approval policies in order, creates an approval request routed to the right approver team, and locks the quote against edits while the decision is pending.
Approval states
The quote's Approval State shows where it stands: Draft, Pending Approval, Approved, or Rejected. You can watch the status of your own submissions in the Approvals → Approval Requests area.
While a quote is pending, it is locked so its numbers cannot change out from under the approver. If a decision comes back Rejected, the quote returns to you to revise and resubmit. Whether the lock is hard or soft is an administrator setting; see Approval behavior settings.
What the approver sees
The approver decides from a single screen with the quote's margin impact in view: the requested discount, the margin, and how far it is over the allowed discount. See Approve or reject a quote.
After approval
Once approved, the quote unlocks and you can generate the quote document.