Products & Quotes

Approve quotes

Last updated: October 28, 2019

Applies to:

Sales Hub  Enterprise

Sales managers may want to review the terms of a quote or approve the discount rate before it's sent to a prospect. Automate your quote approval process to quickly send requested changes to your sales reps, or get approval before sending a quote to a contact.

Require quote approvals

Enable the quotes approval setting to require a user's approval before sharing the quote with your prospects. 

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Sales > Products & Quotes.
  • Click the Quotes tab.
  • Click to toggle the Require approvals on all quotes switch on.all-quotes-require-approvals
  • In the dialog box, click the Approver dropdown menu and select a user.
  • Click Set approver and create workflows.quote-approvals-v1

When you enable this setting, three active workflows will be automatically added to your account. The workflows are named: When quotes require approval, When changes are requested on a quote, and When quotes are approved. All tasks and property value updates related to a quote's approval will happen automatically via these workflows. You can further customize each of these quotes-based workflows and add actions so a deal stage is automatically updated when a quote is signed, or send an internal notification to your team when they need to follow up with their contacts.

Request changes or approve a quote

You can request changes or approve quotes directly from the quote, which you can access on the deal record. 

  • In your HubSpot account, navigate to Sales > Deals.
  • In the Quotes section on the right side of a deal record, click Copy approval link.
  • In a separate browser tab, paste the approval link URL into the search bar.
  • At the top right of the quote, click Request changes.
  • In the dialog box, enter comments in the text field then click Request changes.request-changes-dialog-box
  • A task will be created for the quote creator to review and action.
  • When the edits are made and the quote is ready to be published, navigate back to the quote approval link. In the top right, click Approve and publish. quotes-approve-and-publish
  • The quote creator will be notified that the quote was approved. They can then share the quote with contacts.