Add a Ready or Reject Node

A Ready node marks a quote or record as prepared to move to the next stage of a QuoteCloud workflow. It indicates required validations, approvals, or preparations are complete so the item can proceed to downstream steps, be published, or trigger subsequent actions depending on your workflow design.

In sales quoting software and proposal software contexts, a Ready node is commonly used to indicate a quote is client-ready, finance-approved, or cleared for invoicing or publishing.

A Reject node halts progression of a quote or record and flags it as not acceptable for further processing. Use it when a quote fails validation, violates business rules, or requires corrective action by the owner or team.

In quote software workflows, Reject nodes typically end the current path or branch the workflow so the item can be corrected, archived, or returned to a prior state for rework.

Ready and Reject nodes change the logical state of the workflow item: Ready advances the item toward completion and any connected downstream nodes, while Reject halts or reroutes it. The workflow state update can drive status labels, access rules, and reporting.

Downstream actions—such as automation rules, status updates, notifications, document publishing, or invoice creation—depend on how you configure the workflow paths tied to each node in your sales quoting or proposal software.

Typically only users with workflow creation or editing permissions can add or modify Ready and Reject nodes. These roles are usually assigned to workflow designers, administrators, or power users in your QuoteCloud environment.

Exact role names and permission settings vary by organization, so check your QuoteCloud administration settings or contact your QuoteCloud administrator for details.

They can. Whether Ready or Reject nodes generate notifications or run automation depends on your workflow configuration. Many implementations send alerts when an item moves to Ready to notify stakeholders, and when rejected to prompt corrective action.

Automation can include status updates, webhook calls, document publishing, or integrations with other systems—so configure notification rules and automation steps in the workflow editor to match your business processes.

Open the workflow editor, add a new node, and select the node type (Ready or Reject). Define the node name and description, configure validations or conditions that must be met, and set the downstream actions or branches for the node.

Finally, connect the node to other workflow steps, save your changes, and publish the updated workflow. Test the path with a sample quote to confirm the Ready or Reject behavior and any automation triggers work as expected.

Use clear node names and descriptions so reviewers understand the criteria for Ready versus Reject. Keep validation rules simple and maintain an audit trail of who moved an item to Ready or Reject for compliance and reporting.

Design branches to minimize dead-ends—provide clear corrective paths for rejected items, and use automation (notifications, status updates, integrations) to speed approvals and reduce manual handoffs in your quote software.

Yes. When configured, a Ready node can trigger downstream actions such as generating an invoice, publishing a final proposal, or syncing data to external systems. QuoteCloud supports integrations (for example with QuickBooks Online) so a Ready state can start accounting or payment workflows.

Ensure your integration and automation rules are set up correctly so that only appropriately approved Ready items trigger financial actions in your accounting or CRM systems.