Creating a New Approval Workflow

FAQ: Creating a New Approval Workflow

What is an approval workflow in Quote Cloud?

An approval workflow defines the sequence, approvers, and conditions by which a quote or document is routed for approval inside Quote Cloud. It ensures quotes meet your organization’s review rules before they are accepted or sent to customers. For step‑by‑step creation details, see more information.

Where do I start when creating a new approval workflow?

Begin in the Workflow area of the Quote Cloud user guide or application. A workflow typically requires a name, one or more approval steps, and defined approvers and conditions. The user guide page linked below provides the detailed sequence of actions and options available. See more information.

What elements make up a workflow (what do I need to configure)?

Common elements include the workflow name, its scope or trigger conditions (when it should run), approvers or approval groups for each step, the order of steps (serial or parallel), and any notification settings. The guide covers which fields to complete when creating a workflow. For details, consult more information.

How do I specify who can approve (approvers or groups)?

The workflow creation process lets you assign approvers to each approval step. You can typically select individual users or user groups/roles configured in your account. Refer to the user guide page for the exact selection options supported in Quote Cloud: more information.

Can I control when a workflow is triggered (conditions/thresholds)?

Yes—workflows are usually tied to trigger conditions such as quote value, specific products, or other quote attributes. Use the conditions or rules section during workflow setup to ensure the workflow runs only when those criteria are met. See the workflow creation guide for the available condition types: more information.

Is it possible to have multiple approval steps or parallel approvals?

Many approval workflows support multiple steps and different routing behaviors (for example, serial steps or parallel approvers). The user guide describes how to add and order steps when creating a workflow in Quote Cloud. For specifics on step configuration, visit more information.

How are approvers notified and how do they approve?

The guide explains available notification options and how approvers are alerted (for example, via in‑app notifications or email) and how they can approve or reject items. For the supported notification and approval methods, see more information.

Can I test or preview a workflow before making it active?

The page outlines how to save and activate a workflow; it also covers recommendations for testing workflows in your environment. Review the linked guide for any test or draft features that help validate a workflow before full deployment: more information.

How do I edit or deactivate an existing approval workflow?

The user guide explains how to locate existing workflows and modify their configuration or deactivate them if no longer needed. Refer to the workflow management section on the linked page for exact steps and considerations: more information.

Who should I contact if I don’t have sufficient permissions to create or edit workflows?

If you cannot access workflow creation or editing, check with your organization’s Quote Cloud administrator or IT team to confirm your role and permissions. The guide notes where workflow settings are managed; see the page linked below for guidance and next steps: more information.

Where can I find related guidance on workflows and approvals?

For additional context and related topics such as overall workflow management and other Workflow features, see the broader Workflow and User Guide indexes linked in the References section below for more help and navigation.

References & related user guides

more information — Creating a New Approval Workflow (detailed step‑by‑step guide)

more information — Workflow (overview and related workflow topics)

more information — Quote Cloud User Guide (main index of help topics)