About approvals

Zilliant CPQ supports quote approval based specific rules. As shown in the following illustration, you can define, configure, and maintain approval rules, conditions, and the approval workflow.

Get started with Approvals

To work successfully with the approval workflow, you should understand the following terms:

• Approval rule—Fundamental part of the approval engine. It comprises one or more conditions and one mandatory approval gate. An approval rule can be Active or Inactive.

• Rule status—Available statuses are RULE_ACTIVE and RULE_INACTIVE. If the rule status is inactive, the approval rule does not run.

• Condition—The most basic unit of approval rule. Approval rules can have one or more conditions. The rule is executed only when all the defined conditions are fulfilled.

• Approval gate flow—The starting point of the approval workflow process.

  The approval gate is associated with a user role. That role is responsible for the current step and the next step in the approval flow.

  Depending on the quote submitter, Zilliant CPQ will find the approval gate associated with the higher role in the role hierarchy.

  If the approval flow has more than one approval gate, the approval process concludes only when all gates are closed. This applies to gates defined to run in parallel or in sequence.

Learn how to configure and run approvals:

• Configure approvals
• Status flow in quotes and opportunities
• Document flow in quotes
• Approval process
• Email approval
• Pre-submit checks
• Routing