Complex workflow · 7 steps · about 25 sec
Manager approval before a discounted quote goes out
Approval happens before the client ever sees the price.
Set one rule in Team settings, such as any discount above 15% needs approval. When a rep sends a quote over the limit, Plutosign asks them to pick an admin or owner to approve it. The approver reviews the quote on its page and approves it, or rejects it with a reason. Only then can the client open and sign it.
Step 1 of 7The agency owner sets one rule in Team settings: any discount above 15% needs approval.
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Every step
The same walkthrough as text, screen by screen.
- 01
Set the rule
The agency owner sets one rule in Team settings: any discount above 15% needs approval.
On a computer
- 02
A discounted quote
Theo, a sales rep, prepares a quote with a 20% discount.
On a computer
- 03
Approval needed
Plutosign says the discount is over the limit. Theo picks Maya, an admin, as the approver.
On a computer
- 04
Waiting on approval
The quote waits for Maya. Harbor Health cannot open it yet.
On a computer
- 05
Manager approves
Maya reviews the quote on its page and approves it, or rejects it with a reason.
On a computer
- 06
Once approved, the quote is released and Harbor Health signs at the price Maya approved.
On a phone
- 07
Completed
Completed: the discount went out only after an admin approved it.
On a computer
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