Availability: Enterprise plan
Note:
Quote builder block is a part of our CPQ add-on.
Our conditional approvals feature allows you to automate your document approval workflow. Approvers will receive a document only if conditions based on the quote builder block values that have been set in the template are met. If a condition is not met, the document will automatically move to approved status.
Learn more about approval workflows and conditional approvals with a pricing table here.
How to set up Conditional approvals
To set up conditions for your approval workflow, start by opening your template, then follow these steps:
Choose the vertical ellipses menu at the top of the page, then choose Workflow in the dropdown
Click on the Approved tile
Add individual approvers or an approver group
Click the +Add condition button, then add one or more conditions
Click Save
Tip:
You can set up different conditions for individual approvers separately, or you can leave certain approvers without conditions if they need to approve every document.
You can set a condition for quote builder’s:
Any line item discount (discount applied to any line item)
Any section total discount (discount applied to any section)
Total discount (sum of all discounts across the quote, excluding discount calculated from products with volume-based pricing, flat value only)
Grand total discount (discount applied to Grand total)
You can also set up a condition for Document value which includes totals of all quote builder and pricing table blocks (if any) in a document. Please note that users with a Member role can add pricing tables to the document.
Tip:
Set an approval order if you’d like the document to go to only one approver at a time.
Note:
Since the conditional approval currency is controlled by the document value currency, if you change the document value currency, the conditional approval currency will sync with it.