Quote Approval Workflow

What happens if a quote doesn't need legal review?

The workflow's 'Check if Legal Review Needed' step evaluates the quote terms automatically and skips straight to the escalation check if nothing non-standard is flagged. Only quotes with non-standard terms get routed to legal, so standard quotes move through the process faster without waiting on a review that isn't needed.

Can this handle quotes that exceed our discount or value threshold?

Yes. The 'Check Escalation Threshold' step compares each quote against the discount and value limits you configure, and automatically routes anything over that line to senior leadership for review. You control the exact thresholds inside assess.one, so escalation rules match your organization's risk tolerance.

What happens if a quote gets rejected?

When finance, legal, or senior leadership rejects a quote, the rep is notified immediately via the 'Notify Rep of Rejection' step and the quote status is marked accordingly. The 'Restart for Revision' step then lets the rep update the quote and resubmit it through the same approval path, rather than creating a brand new request from scratch.

Who needs access to this workflow?

Sales reps need access to submit quotes, finance and legal reviewers need access to their respective review steps, and senior leadership needs access only for escalated quotes above threshold. You assign these roles directly in assess.one, and each person only sees the steps relevant to their part of the process.

Can we customize the approval routing or notification rules?

Yes, every step — including who reviews a quote, what triggers legal review, and where the escalation threshold sits — is editable directly inside assess.one. You can adjust notification recipients, add or remove review stages, and change approval logic without any coding or outside development work.

How long does it take to get this workflow live?

The template publishes in seconds, so your team can start submitting and approving quotes through it the same day. There's no implementation project or setup delay — you publish the template, adjust any roles or thresholds to fit your process, and it's immediately usable.

What if finance and legal need to review a quote at the same time instead of sequentially?

The default flow routes finance first, then checks whether legal review is needed based on the terms, but you can reconfigure the step order and conditions inside assess.one to run reviews in parallel if that fits your process better. Adjusting step sequencing doesn't require rebuilding the workflow — it's a direct edit to the existing template.

Does this workflow keep a record of who approved or rejected each quote?

Yes. Every status change — submitted, under finance review, under legal review, under senior review, approved, or rejected — is tracked as the quote moves through the workflow. This gives you a clear audit trail of who reviewed the quote and what decision was made at each stage.

What if we only need finance approval and don't have a separate legal or leadership review step?

You can disable the legal review and escalation steps entirely inside assess.one, leaving just the finance review and rep notification steps active. The workflow is built to be trimmed down or expanded, so it matches your actual approval chain rather than forcing you through steps you don't use.