This guide shows you how to add an approval node in a QuoteCloud workflow, allowing you to assign approvers and manage each step of your document approval efficiently.
Add an Approval Node
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FAQ — Add an Approval NodeÂ
What is an approval node in a QuoteCloud workflow?
An approval node is a workflow step that routes a quote, document, or request to one or more users or groups for review and explicit approval before the workflow can continue. It enforces business checks and captures approval decisions and comments.
Where do I create or insert an approval node?
Approval nodes are added in the Workflow Editor when building or editing a workflow. Use the editor's node palette to drag or add an approval node at the point in the flow where a decision or sign-off is required. For general workflow setup and node placement, see more information.
Who can be assigned as an approver?
Approvers are typically users, roles, or groups defined in your QuoteCloud account. Assign individual users or entire roles/groups so the correct team members receive the approval request. If you need to create or manage approver accounts and roles, see more information.
Can I require multiple approvals and control the order?
Approval nodes commonly support different approval patterns, such as a single approver, multiple approvers in parallel, or multiple approvers in sequence (serial). Configure the node to match your required approval behaviour so the workflow enforces your approval policy.
How do I configure approval conditions or routing rules?
Within the approval node configuration, you can typically add conditions or rules that determine when the node runs or how it routes to approvers (for example, based on quote value, region, or product). Use condition logic to make approvals automatic for low-value requests or to route to senior approvers for high-value requests. For building conditions and rules, see more information.
What happens after an approver approves or rejects?
When an approver approves, the workflow proceeds to the next node or complete action you defined. If rejected, you can configure the workflow to return to the author, terminate the flow, or trigger alternate steps (such as revision requests). The node records decisions and comments for audit purposes.
Can I set timeouts or automatic actions for unresponded approvals?
Approval nodes often include timeout and escalation settings so that if no approver responds within a set time, the system can escalate to another approver, auto-approve, or auto-reject according to your business rules. Configure escalation and notifications to avoid stalled workflows.
How are approvers notified and how do they take action?
Approvers receive notifications (email and/or in-app) when a request reaches an approval node. They can review the quote or document, add comments, and approve or reject directly from the notification or via the QuoteCloud approval interface. Ensure notification settings are enabled for approvers to receive timely alerts.
Can I audit approval history and comments?
Yes — approval nodes record who approved or rejected, when they acted, and any comments added. This creates an audit trail for compliance and post-action review. The workflow history or activity log shows the sequence of approvals and decisions.
How do I test an approval node before making the workflow live?
Use the Workflow Editor's preview or test mode (if available) to simulate running the workflow through the approval node. Alternatively, create a sandbox or test quote and run the workflow to verify approver routing, notifications, and timeout/escalation behavior before publishing changes to production.
Where can I find step-by-step instructions and related topics?
For step-by-step instructions on adding and configuring nodes, managing approvers, and building conditions, consult the QuoteCloud Workflow user guide pages listed below. These links provide detailed, task-focused guidance and examples. For general workflow setup and node-specific details, see more information.
References and related user guides
- more information — Workflow overview and editor basics.
- more information — Adding nodes (general node creation and placement).
- more information — Managing users, roles, and groups for approver assignment.