Manage quote approvals

Last updated: June 18, 2026

Available with any of the following subscriptions, except where noted:

Revenue Hub Professional, Enterprise

Seats required for certain features

Permissions required To approve quotes, users must be a Super Admin or have both Approve quotes permissions and Edit permissions for deals.

Seats required Users in a Revenue Hub account with a hub seat that isn't View-only can approve standard or advanced approvals. For example, if an account has both a Revenue Hub and a Sales Hub subscription, a user with a core seat, a Sales hub seat, or a Revenue Hub seat can approve quotes.

Quote approvals help you maintain accuracy and consistency when sending a quote to a buyer. This article covers how to approve quotes after they've been set up. Learn about the different types of quote approvals you can use.

Please note:

This article references the quotes tool, part of HubSpot's AI-powered CPQ, and available with a Revenue Hub Professional or Enterprise account.
If you do not have a Revenue Hub Professional or Enterprise account, learn more about legacy quotes. Learn more about the differences between legacy quotes and Revenue Hub quotes.
If you have access to legacy quotes and are assigned a Revenue Hub seat, you'll lose access to legacy quotes and legacy quote templates. If the setting to allow legacy quote creation is turned on, you can select which quote type to create. Or, to regain access to legacy quotes and legacy quote templates, change the seat to a core or view-only seat.

View quotes that need approval

You can view quotes that need approval directly from the notification for approval or from the quotes index page. Approvers can't approve their own quotes.

To access the quote approval, you can either:
- Click Go to quote on the notification. You'll receive notifications when a quote needs approval, based on your notification settings.
- In your HubSpot account, click More, then navigate to Revenue > Quotes. If More doesn't appear in your account, navigate to Revenue > Quotes directly. Above the quotes table, click the Status filter and select Pending approval. Click the quote requiring approval.
If you can't see the approvals panel, click the Approvals icon in the right sliding sidebar.
The Approvals panel displays any notes from the quote creator, a list of approvers, and approval activity.

Request changes to a quote

To request changes to the quote:

Click Request changes.
Enter the requested changes in the text box, and click Reject. The quote creator will receive a notification that changes have been requested. Notifications are sent based on the users' notification settings.
The quote creator can then edit the quote and resubmit for approval.

Approve a quote

To approve the quote:

Click Approve.
In the Add a message to be included in the notification field, add an optional message, and click Approve.
The quote creator will receive a notification that the quote has been approved. Notifications are sent based on the users' notification settings.

View quote approval history

To view quote approval history, including requested changes, rejections, and approvals:

In your HubSpot account, click More, then navigate to Revenue > Quotes. If More doesn't appear in your account, navigate to Revenue > Quotes directly.
Hover over a quote and click the Preview icon.
View approval activity on the Quote activities card.

Next steps:

Learn more about setting up quote approvals.
Learn more about managing quotes.

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