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This guide shows you how to proceed with an approved or rejected document in QuoteCloud, ensuring the next steps in your workflow are carried out correctly.
Proceed with the Approved or Rejected Document
Frequently Asked Questions
What does "Proceed with the approved or rejected document" mean in QuoteCloud?
"Proceed with the approved or rejected document" describes the post-decision actions you take after an approval step finishes. It covers the available next steps — for example, finalize, archive, send back for revision, or trigger any configured workflow follow-up — that move the document into its next workflow state.
When should I use the proceed options for an approved or rejected document?
Use proceed options after a document’s approval step is complete and you need to advance the workflow or apply an outcome. Common scenarios include finalizing an approved quote or proposal, archiving a completed document, returning a rejected document for revision, or executing automated follow-ups defined by your workflow.
Who can perform the proceed action on a document in QuoteCloud?
Proceed actions are available to users with the appropriate workflow permissions or roles — typically approvers, workflow administrators, or other custom roles your organization has granted rights to. If you don’t see proceed controls, check your role and permissions or contact your QuoteCloud administrator.
I don’t see the proceed controls — what should I check?
First verify your account role and workflow permissions; proceed actions are restricted to users granted the necessary rights. Next, confirm the document has reached an approved or rejected state (proceed controls appear only after a decision). If everything looks correct, contact your QuoteCloud admin to review role settings or workflow configuration.
Where are the proceed controls located in the QuoteCloud interface?
Proceed controls appear on the document’s workflow or approval screen once the document is approved or rejected. You can also find available next steps and any required inputs on the document's Workflow tab or within the approval panel on the document view.
What happens to the document status after I click Proceed?
Clicking Proceed transitions the document to the next configured workflow state defined by your QuoteCloud workflow — for example, Finalized, Archived, Sent Back for Revision, or another custom state. Proceed can also kick off automated tasks like notifications, PDF generation, or integration syncs depending on your workflow rules.
Can proceeding trigger automated follow-up actions or external integrations?
Yes. Proceed can be configured to run automated follow-ups such as notifications, archiving, PDF exports, or syncing with external systems. For example, if you use accounting integrations, proceeding an approved document can trigger invoice creation or sync customer and transaction data with linked systems.
How does the proceed action fit into sales quoting and proposal workflows?
In sales quoting software and sales proposal software workflows, the proceed action is the bridge between approval decisions and downstream sales activities. After approval you might finalize a quote, convert it to an order or invoice, or archive the proposal. For quote software and proposal software use cases, this keeps approvals from becoming bottlenecks and ensures consistent, auditable next steps across your sales process.