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Approve or reject quote discount

Sales Manager reviews a pending approval request and approves or rejects the discount.

When this happens: SM receives approval notification and opens the Quote.

Step by step

  1. 1

    Receives notification: Quote [Q-Number] requires discount approval Clicks the notification link.

    EasyCRM shows the Quote detail page with the approval panel. All line items shown with discounts — items exceeding the threshold are highlighted in red.

  2. 2

    Review the line items and discounts.

  3. 3

    Click Approve.

    EasyCRM updates Quote status from Pending Approval to Draft EasyCRM sends notification to the SR: Your quote [Q-Number] has been approved with approver ID, timestamp.

If something goes wrong

Quote modified since approval request

Quote was edited (e.g. By another Admin) since the approval request was created. SM is warned: This quote was modified after the approval request was created. Please review the updated details

Good to know

  • Only the assigned approver (or any Admin) can approve/reject.
  • Rejection requires a reason.
  • Rejected quotes are terminal from approval perspective. SR must create a new quote.