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Discount approval workflow

When a Quote line item discount exceeds the configured threshold, the Quote enters a "Pending Approval" state requiring Sales Manager authorization.

When this happens: SR saves a Quote with discounts exceeding the threshold.

How it works

  • At Quote save, detects that one or more line-item discounts exceed the threshold (e.g. > 15%).
  • Quote is created with status Pending Approval instead of Draft
  • Identifies the approver: the Quote creator's Sales Manager (via ReportsTo hierarchy).
  • EasyCRM creates an approval request with: Quote reference, max discount %, all line items with discounts highlighted.
  • EasyCRM sends notification to the SM (in-app + email): Quote [Q-Number] for [Opportunity Name] requires discount approval. Max discount: [X]%

Other paths

Creator is sm or adm (auto-approved)

If the quote creator is a Sales Manager or Admin. Auto-approves: Quote is set to Draft status directly. With approver = creator and note Auto-approved (SM/ADM)

If something goes wrong

No sm in reportsto chain

SR has no Sales Manager in the ReportsTo chain. Approval is routed to any active Admin.

Good to know

  • Threshold is configurable by Admin (default 15%).
  • Only one approval request per Quote (covering all line items).
  • Pending-approval Quotes cannot be sent to customers.
  • SM and ADM are auto-approved.