---
schema_version: "1"
id: d3291d3b8c6d0c97ab77b83eb2c20492154fc93ab90d143d543e69ed5efb0f1c
title: Use Advanced Approvals in a Quote
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/approvals_use_advanced_approvals_in_a_quote.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.approvals_use_advanced_approvals_in_a_quote.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4a4a05777492bb6b246da2a50a7c6c20dd77779f38819b14659c6e7dc2c99250
description: Now that your Approval Designer has created and activated an approval workflow for discounts, you’re ready to create quotes as a sales rep and use it.
products:
  - Revenue Cloud
release: "264"
---
# Use Advanced Approvals in a Quote

Now that your Approval Designer has created and activated an approval workflow for discounts, you’re ready to create quotes as a sales rep and use it.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions where Advanced Approvals is enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d218246e71">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d218246e71 ">To create a quote:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d218246e71 ">Create on Quotes</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d218246e71 ">To submit a quote for approval:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d218246e71 ">Run Flows</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d218246e71 ">To approve a quote:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d218246e71 ">Approval Admin</td>

          </tr>
        </tbody>
      </table>

This example builds on the previous one, where we [created an approval workflow](https://help.salesforce.com/s/articleView?id=ind.approvals_example_configure_an_approval_workflow.htm&language=en_US) called **Discount Threshold Approval**. We've also modified our Quote object’s page with the [Apex classes and buttons](https://help.salesforce.com/s/articleView?id=ind.approvals_design_advanced_approvals.htm&language=en_US) required to trigger the approval process.

Here’s our scenario. Any quote discounted at 25% or above requires approval from a Sales Manager. Quotes with discounts larger than 50% also require approval from a Senior Vice President (SVP, Sales).

Follow the steps below to see how to create a quote and manage it's approval workflow.

1. [Create a quote for the buyer](#create_quote_approvals "Let’s start by creating a quote and adding products to it. Then, add associated discounts to verify that the approval workflow triggers and routes as designed.") (add products, specify discounts)
2. [Submit your quote for approval](#submit_quote_approval "When your quote is ready, you’ll need to submit it for approval. Notice that since one of the line items in the quote has a discount of 50%, the approval workflow will be triggered and the quote will be sent for approval.")
3. [View and Manage Approvals](#view_manage_approvals "The Approvals home page helps your approval submitters and approvers to manage their approval work items.")

## Create a Quote for Approvals

Let’s start by creating a quote and adding products to it. Then, add associated discounts to verify that the approval workflow triggers and routes as designed.

1. From the App Launcher, find and select **Quotes**.
2. Click **New Quote**.
3. On the quote page, click **Browse Catalogs**.
4. Select a catalog, and click **Next**.
5. Add products to your quote and click **Save**.
6. Provide a discount of over 50% to any product at the line item level.

## Submit the Quote for Approval

When your quote is ready, you’ll need to submit it for approval. Notice that since one of the line items in the quote has a discount of 50%, the approval workflow will be triggered and the quote will be sent for approval.

1. Save your quote after making all pricing changes.
2. Click Submit for Approval. Note: The name of this button may be different if you provided a different name when you performed the [Add Approval Button](https://help.salesforce.com/s/articleView?id=ind.approvals_add_an_approval_button_for_sales_reps.htm&language=en_US) task.
3. Provide comments to aid the quote approval process.
4. Submit your quote for approval.
    
    ![Submit for Approval](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/revenue/images/adv_approvals/approvals_submite_for_approval.png)

## View and Manage Approvals

The Approvals home page helps your approval submitters and approvers to manage their approval work items.

- If you can’t view the Approvals home page, ensure that your administrator grants you READ access on the ApprovalSubmission object to the user.
- By default, sharing for the ApprovalSubmission object and related records is set to **Private**, which can be misconfigured. If public visibility is required, the administrator must ensure the related record has a **Public Read** access set.

![Approvals home page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/revenue/images/adv_approvals/approvals_approvals_home.png)

1. If you’re an approval submitter, click Manage My Approval Submissions. A list of all the approval requests made by the submitter along with their statuses is displayed.
2. If you’re an approval administrator, click Manage All Pending Approval Submissions.
    
    Approval administrators can view all submissions and their statuses. They can also perform approval actions on behalf of other approvers.
3. If you’re an approver or a reviewer, click Review My Approval Work Items. Reviewers can approve or reject any pending quotes assigned to them. They can also navigate from the Approval Work Item record by clicking the Related Record ID, which will take them to the Approvals tab on the Quote record to approve or reject the quote.
4. Reviewers can also approve or reject an approval submission as a response to the email without going to the work item on your Approvals application.
5. Finally, if Smart Approvals is enabled, submissions that meet the workflow's conditions will be automatically approved.

If you’ve got multiple approvers, they’ll see assigned work items on their login.