This guide shows you how to request approval before sending a document in QuoteCloud, ensuring the right people review and approve content before it’s shared.
Request Approval Before Sending a Document
Request Approval Before Sending a Document
Learn how to submit documents for approval and track their workflow progress before sending them to recipients in My Guideflow.
Steps to request document approval
1
Verify the workflow is active
Ensure your approval workflow is fully configured and marked as Active. In this example, the workflow triggers when the document total exceeds $1000 and requires manager approval before sending.
2
Open the document editor
Open the document you want to submit for approval and confirm that the document meets the workflow conditions.
3
Submit the document for approval
Click the Send button in the document editor to trigger the approval workflow.
4
Review the approval request popup
In the approval popup window, review the assigned approvers and confirm the approval request details.
5
Customise the approval message
Modify the subject line and email content if required before sending the approval request to reviewers.
6
Send the approval request
Click Send Request to submit the document into the approval workflow process.
7
Review the updated document status
After submission, the browser will refresh automatically and the document status will update to In Review.
FAQs