Add an Approval Node

An approval node is a workflow step in QuoteCloud that routes a quote, proposal, document, or request to one or more users or groups for review and explicit approval before the workflow can continue. It enforces business checks, captures approver decisions and comments, and prevents downstream steps from running until required approvals are completed.

You add approval nodes in the Workflow Editor while building or editing a workflow. Open the Workflow Editor, open the node palette, then drag or add an Approval node into the flow at the point where a decision or sign-off is required. After placing it, open the node's configuration panel to set approvers and options.

Approvers can be individual users, roles, or groups defined in your QuoteCloud account. You can assign single people, whole roles (for example Sales Manager), or groups so the correct team members receive approval requests. This makes it flexible for sales quoting software and sales proposal software use cases where different teams review pricing, compliance, or legal terms.

In the Workflow Editor, drag or add an Approval node from the node palette to the desired point in your flow. Open the node's configuration panel, assign approvers (users, roles, or groups), and choose the approval mode: single, parallel, or serial. Add any required instructions or required fields approvers must complete, save the node, and publish or run a test of the workflow to confirm the approval route behaves as expected.

Yes. Approval nodes support common patterns including a single approver, multiple approvers in parallel, or multiple approvers in sequence (serial). Use parallel approvals when any approver can approve independently, or serial approvals to enforce a specific approval order so one approver must finish before the next is notified.

Yes. When configuring an approval node you can add required fields or instructions that approvers must complete as part of their decision. QuoteCloud also captures approver decisions and comments so reviewers can explain rejections or conditions—useful for auditability and smoother handoffs in your quote software or proposal software processes.

An approval node halts subsequent workflow steps until required approvals are completed, enforcing your business checks and preventing automatic actions (like sending an invoice or finalizing a proposal) until sign-off is obtained. Approver decisions and comments are recorded so the workflow history shows who approved, when, and any notes they left.

After saving an approval node, run or simulate the workflow using test users or test roles that mirror real approvers. Test single, parallel, and serial modes to confirm routing, notifications, and required fields behave as expected. Verify that decisions are recorded and that subsequent steps remain blocked until the configured approvals are completed.