Set Up Approval Hierarchy for Job Quotes

Use the various tabs and panels in the Approval Hierarchies workspace to set up approval hierarchies for your company’s job quotes.

Specify the following:

• Approvers and substitute approvers

  Employees can only approve job quotes to which they have been granted access by the company’s access control setup.

• The process that a job quote will follow if it is approved/rejected
• The employees who will receive notifications after a job quote is approved/rejected
• If you want to require reapproval of job quote headers with added/edited/removed quotation printout lines
• The field changes for which you will not require reapproval
• If you want to require a multi-approver setup (that is, requiring a job quote to go through several approvers)

  You also have the option to make the setup level-specific, such that approvers on the lower levels of the approval hierarchy have to approve the job quote before the higher-level approvers are notified about the job quote requiring their review.

If preferred, you can also opt to set up automatic approval of job quotes.

Note that you cannot set up states for job quotes.