You can submit a quote for approval using the follow-up action from the lookup quotes workflow. Max uses the Conga Intelligent Workflow Approvals application to manage approval flows. For information on configuring an approval process for quotes, see Creating an Approval Process.
Max displays a Submit for Approval button as a follow-up action on quotes. You can also submit a quote for approval while updating a quote. You can add comments to your approval request. Max submits the approval request along with your comments to the assignee defined in the approval process.
Sending a Quote for Approval
The following table represents the conversational flow for sending a quote for approval. You can submit a quote for approval using the follow-up action from the lookup quotes workflow.
After Max displays the quote, click Submit for Approval.
Max displays a preview of your approval request and asks if you are ready to submit the approval request.
If multiple approvals are required, Max displays all required approvals.
|For a lookup query that displays multiple quotes, Max first asks you to select a quote to submit for approval.
Click Add Comments.
Max: What would you like the comment to be?
User: Need approval by Monday.
Max: Comment saved successfully!
Max displays a preview of your approval request along with your comment.
For agreements with multiple approval steps, Max asks you to select an approval step to add comments.
You can also add additional comments by clicking Add Comments again.
|Click Go Ahead.
Max: All set! I have submitted your Quote for approval. Here is the link(s): 001001
Max also displays a preview of the submitted approval request.
Max submits the approval request.
After Max displays a preview of the submitted approval request, you can perform additional follow-up actions on the quote.