Submit a quote for advanced approval

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Submit a quote for advanced approval to route it to required approvers before sharing it with a customer.

    Before you begin

    Advanced Approval Management must be installed to submit a quote for advanced approval.

    Role required: sn_adv_appr_mgmt.approval_request_writer

    About this task

    When you submit a quote for advanced approval, the system routes it to the required approvers based on configured approval rules and sequencing. You can also add ad-hoc approvers to the approval request when additional review is needed outside of the configured workflow.

    If your administrator has configured reminder schedules, approvers receive automated notifications when their approval steps are pending. If an approval step is escalated, the step card displays the escalated approver so that all parties know who is responsible for the next action. Your administrator configures reminder and escalation settings.

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Select the List Icon.
    3. Navigate to Quotes > All.
    4. Select the quote that you want to submit for approval.
    5. Select Submit for approval.
    6. In the Preview and request dialog, review the required approvals and their sequence.
    7. In Message to approvers field, enter comments for the approvers.
    8. Select Request Approval.

    Result

    The quote is submitted for approval and enters the In Review state. Approval requests are generated based on configured approval rules and sequencing.