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
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Proceed with the approved or rejected document — FAQ
What does "Proceed with the approved or rejected document" cover?
This user guide topic explains what to do with a document in QuoteCloud after it has been approved or rejected within a workflow. It describes the post-decision options and how to continue the workflow from that document state. For broader context, see more information.
When should I use the proceed options for an approved or rejected document?
Use the proceed options when a document’s approval step is complete and you need to advance the workflow, finalize the document, return it for revision, or take any configured follow-up action defined by your workflow. For details about available follow-up actions and where to find them, see more information.
Who can perform the proceed action on a document?
Proceed actions are performed by users who have the necessary workflow permissions or roles (for example, approvers or workflow administrators). If the proceed controls are not visible, check your role and permissions or consult your QuoteCloud administrator. For information about workflow roles, see more information.
Where are the proceed controls located?
The proceed controls appear on the document’s workflow or approval screen once the document reaches an approved or rejected state. The page shows the available next steps and any required inputs. If you cannot find them, check the document’s workflow tab or approval panel. For navigation help, see more information.
What happens to the document status after I proceed?
Proceeding transitions the document to the next configured workflow state (for example, finalized, archived, or sent back for revision). The exact status change depends on how your workflow is configured in QuoteCloud. For information about workflow transitions, see more information.
Can I undo or revert a proceed action?
Whether you can undo a proceed action depends on your organization’s workflow configuration and permissions. Some workflows permit reversals or re-opening a document; others do not. If you need to revert a change, contact your workflow administrator. For guidance on workflow configuration, see more information.
Will notifications be sent when I proceed with a document?
Notification behavior is controlled by your workflow settings. Proceeding with a document may trigger alerts or emails to stakeholders as configured in the workflow. Check your workflow’s notification rules to confirm. For notification configuration, see more information.
What should I do if the proceed button is disabled or missing?
If the proceed control is disabled or not present: verify your user permissions and role, confirm the document is in an approvable/rejectable state, and check whether required fields or approvals remain outstanding. If everything appears correct but the control is still missing, contact your QuoteCloud administrator or support. For troubleshooting steps, see more information.
References — other relevant user guides
more information — Workflow section (overview of workflow topics and navigation).
more information — QuoteCloud User Guide home (entry point for all user guide topics).