---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Advanced Approval Management

# Advanced Approval Management {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read
Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Advanced Approval Management

The Advanced Approval Management application in ServiceNow enables sales organizations to create and manage approval workflows for Sales Customer Relationship Management (CRM) entities, such as customer quotes.
It provides a structured process for submitting, reviewing, approving, or rejecting sales-related requests, ensuring compliance with legal guidelines and company pricing policies.
This helps prevent financial errors and delays, especially in high-value or high-risk deals.
Notifications keep sales agents and approvers informed about approval statuses and tasks throughout the process.
Show full answer Show less  

## Key Features

* **Role-Based User Access:** Different user roles are supported, including approval rule admins and writers (who configure workflows), approval requesters (sales representatives who initiate approval requests), approvers (such as Sales, Finance, and Legal teams), and viewers who can monitor approval data.
* **Configurable Approval Workflows:** Approval admins can define conditions that trigger approval workflows, create approval rules that dictate workflow steps, build approval chains to organize these steps, and manage approval users and groups.
* **Approval Process Management:** Requesters can create, preview, submit, track, recall, and resubmit approval requests. Approvers review these requests and can approve, reject, or delegate them via multiple notification channels including email and CRM Workspace.
* **Workflow Flexibility:** Supports sequential, parallel, or combined approval workflows to suit various business requirements.

## Key Outcomes

* **Improved Compliance and Risk Mitigation:** Enforces financial and legal guidelines for sales approvals, reducing risks associated with pricing and contract errors.
* **Increased Efficiency:** Automates and streamlines the approval process, minimizing delays and manual errors in handling high-value sales entities.
* **Enhanced Visibility:** Provides transparent tracking of approval status and history for requesters, approvers, and stakeholders, enabling better oversight and decision-making.
* **Empowered Sales Teams:** Sales representatives can easily submit and monitor approval requests, ensuring timely progression of deals.

## Next Steps

ServiceNow customers can further configure and optimize Advanced Approval Management by exploring detailed guidance on configuration, usage, and reference materials provided within the platform to tailor approval workflows to their specific sales processes.  
The Advanced Approval Management application enables you to define workflows for approving Sales Customer Relationship Management entities, such as customer quotes, in your sales organization.{#explore-advanced-approval-for-sales__ph_mqk_cwz_m3c}

## Advanced Approval Management overview {#explore-advanced-approval-for-sales__cf-exploring-parent-overview}

Sales agents use workflows created by approval admins in Advanced Approval Management to preview and submit approval requests for entities such as quotes. Authorized approvers review approval requests to verify that the items meet legal guidelines and company pricing
policies. They can either approve or reject requests. These workflows provide oversight of the approval process, which helps prevent financial errors and delays in approvals, particularly for high-value or high-risk deals. During
the approval process, sales agents and approvers receive notifications informing them of the approval status and approval tasks.

## Advanced Approval Management users {#explore-advanced-approval-for-sales__cf-exploring-parent-users}

{#explore-advanced-approval-for-sales__table_mmc_stx_zhc__entry__2}

| User | Description |
|-|-|
| Approval rule admin, approval rule writer (For example, sales or business operation managers) | Creates approval configurations for Sales Customer Relationship Management entities, approval chains, approval trigger conditions, approval rules, approval users, and approval groups. |
| Approval rule viewer (For example, business stakeholders, operations managers) | Views approval entities, approval chains, approval trigger conditions, approval rules, approval users, and approval groups. |
| Approval requester (For example, sales representatives) | Creates, previews, and submits approval requests for entities, such as quotes. Tracks status, recalls approval requests if needed, and views approval history. |
| Approvers (For example, members of Sales, Finance, and Legal teams) | Reviews, approves or rejects, and delegates approval requests. Can act on requests using different notification channels, such as email, CRM Workspace, and approval centers. |
| Approval request viewer | Views approval requests and approval steps. |
[Table 1. Users in Advanced Approval Management]

{#explore-advanced-approval-for-sales__table_mmc_stx_zhc} For a complete list of user roles, see [Components installed with Advanced Approval Management](https://www.servicenow.com/docs/iRegWe7k5xlpu77dlccqDg "Several types of components are installed with activation of the Advanced Approval Management plugin, including tables, scheduled jobs, and user roles.").

## Advanced Approval Management workflow {#explore-advanced-approval-for-sales__cf-exploring-parent-workflow}

This section describes the tasks involved in configuring and using Advanced Approval Management.  
1. As an approval rule admin or writer, create an approval configuration for a Sales Customer Relationship Management entity, such as quotes.
2. Build approval workflows by creating:
   * Conditions that trigger the rules in the workflow
   * Approval rules that control the steps in the workflow
   * Approval chains for organizing workflow steps and the type of approval work
   * Approval users and groups (approvers and approver groups)
   {#explore-advanced-approval-for-sales__ul_gqf_5t2_j3c}
3. As a requester (sales rep), create and preview an approval request, then submit the request. The approval engine routes the approval request to authorized approvers.
4. As a requester, monitor and track the approval process using the advanced approval interface.
5. As an approver, review and either accept or reject an approval request based on conditions and rules.
6. As a requester, update rejected requests and resubmit the requests.
7. As a requester, when the request is approved, proceed with the transaction.
{#explore-advanced-approval-for-sales__cf-exploring-parent-workflow-ol}

## Advanced Approval Management benefits {#explore-advanced-approval-for-sales__cf-exploring-parent-benefits}

{#explore-advanced-approval-for-sales__table_pmc_stx_zhc__entry__3}

| Benefit | Feature | Users |
|-|-|-|
| Build and automate workflows that can handle sequential or parallel approvals or a combination of both | [Create approval rules](https://www.servicenow.com/docs/~llEy6rwkWgYJuw70PZlCw "Define rules for approval workflows. An approval rule identifies the functional approver for the workflow, such as a Finance Manager or Operations Manager. The rule also associates approvers with the appropriate approval trigger conditions, and defines escalation details for reassigning approvals to another approver for the rule.") and [Create approval chains](https://www.servicenow.com/docs/NQYiZePrN2CVyEMlHlAIRg "Optionally create approval chains that control the sequence in which two or more approval rules (steps) are run.") | Approval admins |
| Enforce financial and legal guidelines particularly for high-value deals to reduce financial and legal risk | [Create conditions that trigger approval workflows](https://www.servicenow.com/docs/2xPawIzrq27EROLW78QA6A "Define one or more conditions that apply company policies, such as legal guidelines or pricing rules, to trigger an approval workflow. Also enable the smart reapprovals feature, which allows previous approvals to be used for a resubmitted approval.") | Approval admins and approvers |
| Preview the rules, steps, and approvers before submitting a request | [Working with approval requests as a requester](https://www.servicenow.com/docs/SOd3A0RIQuRD76LO~liRsg "As a requester with the approval request writer role, when you submit your request for approval, you preview it, then request approval. You can also recall a request if you need to make changes or update a request if it was rejected, then resubmit it for approval.") | Requesters |
| Monitor approval workflow and status | [Tracking approval status and history](https://www.servicenow.com/docs/eahlrYjEHEB2MEVMXfF5yQ "Monitor the progress of an approval request as it moves through the steps in an approval workflow.") | Requesters, approvers, and business stakeholders |
| Approve or reject approval requests | [Working with approval requests as an approver](https://www.servicenow.com/docs/le4nZRIDhkfpLgdpdDnt~w "As an approver, you can approve or reject the requests in the approval workflow or from the notifications informing you of approval requests for items such as customer quotes. You may also receive approval reminders for pending approval requests.") | Approvers |
| Submit quotes for approval | [Submit a quote for advanced approval](https://www.servicenow.com/docs/cZXJ4nnwT_o~~Z3~KA3ycA "Submit a quote for advanced approval to route it to required approvers before sharing it with a customer.") | Requesters |
| Approve quotes submitted for advanced approval | [Approve an approval request for a quote](https://www.servicenow.com/docs/oVvZM3cGLpgS2yLkYopdRA "Review and approve or reject a quote advanced approval request that is routed to you as part of an advanced approval workflow.") | Approvers |
[Table 2. Advanced Approval Management benefits]

{#explore-advanced-approval-for-sales__table_pmc_stx_zhc}

## What to explore next {#explore-advanced-approval-for-sales__cf-exploring-parent-links}

To learn more about configuring and using Advanced Approval Management, see:

* [Configuring Advanced Approval Management](https://www.servicenow.com/docs/JhpTraWeSklccb7hY4U20g "Install the Advanced Approval Management application to build workflows that automate the approval process for Sales Customer Relationship Management entities such as customer quotes.")
* [Using Advanced Approval Management](https://www.servicenow.com/docs/QVsdsJRdNcRFNuRuRYoZBA "Sales teams can use workflows for approving Sales Customer Relationship Management entities such as customer quotes. Workflows begin with approval requests submitted by sales agents, which are then routed for approval by designated approvers.")
* [Advanced Approval Management reference](https://www.servicenow.com/docs/xQArNIoOjkjcb3xmPx4CiQ "Reference topics provide additional information about Advanced Approval Management.")
{#explore-advanced-approval-for-sales__ul_qmc_stx_zhc}