--- title: "Customize approval process settings" slug: "approval-process" description: "Learn how to set up and follow the quote approval process in Zilliant CPQ." updated: 2025-02-14T17:09:02Z published: 2025-02-14T17:09:02Z canonical: "docs.zilliant.com/approval-process" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt > Use this file to discover all available pages before exploring further. # Customize approval process settings Learn how to customize approval process settings for quotes and agreements: - [Allow to edit approved or rejected quotes and agreements](/v1/docs/approval-process#allow-to-edit-approved-or-rejected-quotes-and-agreements) - [Allow to edit accepted quotes or quotes sent to ERP](/v1/docs/approval-process#allow-to-edit-accepted-quotes-or-quotes-sent-to-erp) - [Allow to edit accepted agreements](/v1/docs/approval-process#allow-to-edit-accepted-agreements) - [Allow all users to withdraw a quote or agreement](/v1/docs/approval-process#allow-all-users-to-withdraw-a-quote-or-agreement) - [Allow to auto-create a new quote or agreement version](/v1/docs/approval-process#allow-to-autocreate-a-new-quote-or-agreement-version) - [Learn about system messages](/v1/docs/approval-process#system-messages) --- ## Allow to edit approved or rejected quotes and agreements When a quote or agreement is **Open**, any user can check the approval flow and verify approvers without submitting the quote or agreement. After users submit a quote or agreement, they can’t change the approval flow. To enable editing quotes and agreements with an **Approved** or **Rejected** status: 1. From the application left navigation area, select **Administration**. 2. From **Master Data Management**, select **Setting Boolean**. 3. Select **Allow user to edit approved Quotes**. > [!NOTE] > Tip > > Even though the setting name includes only the word "quote," it applies to both [quotes](/v1/docs/about-quotes) and agreements. If you use only [agreements management](/v1/docs/agreements) capabilities in Zilliant CPQ, you can still use this setting. 4. Set the **Setting Value Boolean** switch to **YES**. 5. Select **Save**. > [!NOTE] > Tip > > Use the UI profile to disable specific fields when the quote or agreement status is **Approved**, **Accepted**, or **Rejected**. ## Allow to edit accepted quotes or quotes sent to ERP User roles with the following permissions can edit quotes that have been accepted or sent to ERP: - UPDATE QUOTE WITH ACCEPTED STATUS PERMISSION - UPDATE QUOTE WITH SENT TO ERP STATUS PERMISSION User roles with these permissions can modify accepted quotes and quotes sent to ERP, including line items and configurations. If quote adjustments lead to price changes, the editor can recalculate and update the pricing. For more information, read [Role management](/v1/docs/role-management). ## Allow to edit accepted agreements User roles with the following permission can edit accepted agreements: - UPDATE QUOTE WITH ACCEPTED STATUS PERMISSION > [!NOTE] > Tip > > Even though the permission name includes only the word "quote," it applies to both [quotes](/v1/docs/about-quotes) and agreements. If you use only [agreements management](/v1/docs/agreements) capabilities in Zilliant CPQ, you can still use this permission. User roles with this permission can modify accepted agreements, including line items and their configurations. If agreement adjustments lead to price changes, the editor can recalculate and update the pricing. For details on roles and their permissions, read [Role management](/v1/docs/role-management). ## Allow all users to withdraw a quote or agreement By default, only the submitter can withdraw a quote or agreement. Administrators can change this default behavior and allow anyone who can edit the quote or agreement to withdraw it. ![Withdraw a quote](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Withdraw%20a%20quote.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A21%3A04Z&se=2026-11-10T18%3A21%3A04Z&sr=c&sp=r&sig=x%2F6HIcAbK6eM7U8iWz1SzAal5g3VbYp3RVd5iA04IHA%3D) To enable users (other than a submitter) to withdraw a quote or agreement: 1. From the application left navigation area, select **Administration**. 2. From **Master Data Management**, select **Setting Boolean**. 3. Select **Allow anyone with edit rights to withdraw a quote**. > [!NOTE] > Tip > > Even though the setting name includes only the word "quote," it applies to both [quotes](/v1/docs/about-quotes) and agreements. If you use only [agreements management](/v1/docs/agreements) capabilities in Zilliant CPQ, you can still use this setting. 4. Set the **Setting Value Boolean** switch to **YES**. Once enabled, any user with the right to edit the quote or agreement can withdraw it. ## Allow to auto-create a new quote or agreement version If users withdraw a quote or agreement after it is approved, accepted, or sent to ERP, the system creates a new quote or agreement version. If users withdraw a quote after it is rejected, the system does not create a new version. An administrator can enable the auto-creation of a new quote or agreement after the quote or agreement is withdrawn or rejected. To enable the auto-creation of a new quote or agreement after rejection or withdrawal: 1. From the application left navigation area, select **Administration**. 2. From **Master Data Management**, select **Setting Boolean**. 3. Select **SetingDisableAutoIncrementVersion**. 4. Set the **Setting Value Boolean** switch to **YES**. 5. Select **Save**. ## System messages When working with the approval process, users can receive the following types of messages in the CPQ application: - **Enhanced Error Handling**—When a user attempts multiple approval actions on the quote or agreement, they will receive an error message. - **Informative Messages**—When a user attempts to access an already approved quote or agreement via a link, they will receive a message that the action has already been completed.