---
title: "Submit agreements for approval"
slug: "submit-agreements-for-approval-1"
description: "In CPQ, before sending an agreement to a customer, you may need your manager's approval to ensure it follows company policies and pricing guidelines. Learn how to submit your agreement for approval."
updated: 2025-05-09T15:07:30Z
published: 2025-05-09T15:07:30Z
canonical: "docs.zilliant.com/submit-agreements-for-approval-1"
---

> ## 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.

# Submit agreements for approval

In CPQ, before sending an agreement to a customer, you may need your manager's approval to ensure it follows company policies and pricing guidelines. Whether approval is required depends on the rules set by your administrator.

> [!NOTE]
> Tip
> 
> For details on configuring the approval process, read [About approvals](/v1/docs/about-approvals).

Any user who can update an agreement can also submit it for approval. Once submitted, the system automatically notifies all defined user roles in the [approval gate flow](/v1/docs/about-approvals#approval-gate-flow) through an email, letting them know that the agreement needs their input. The system sends another email notification when approvers provide input.

You can track approval details on the [Notes](/v1/docs/create-agreements-1#manage-agreement-notes) tab in agreements, including:

- The approval status
- Details about the submitter, router, approver, and anyone who rejected the quote

In this topic, learn how to:

- [Submit an agreement for approval](/v1/docs/submit-agreements-for-approval-1#submit-an-agreement-for-approval)
- [Reject an open agreement](/v1/docs/submit-agreements-for-approval-1#reject-an-open-agreement)
- [Withdraw an agreement](/v1/docs/submit-agreements-for-approval-1#withdraw-an-agreement)

---

## Submit an agreement for approval

1. From the application left navigation area, select **Agreements**.
2. From the top navigation bar, select **Agreements (Under Negotiation)**.
3. Scroll or search to locate the agreement and select it from the list.
4. From the top button bar, select **Actions** > **Submit**.

The agreement goes through the approval flow. You can check the status of the agreement approval on the **Approvals** tab in the agreement.

## Reject an open agreement

Any authorized role can reject an open agreement without having to go through the complete approval process. To do this, set the agreement status to **Rejected**.

To reject an open agreement:

1. From the application left navigation area, select **Agreement**.
2. From the top navigation bar, select **Agreements (Under Negotiation)**.
3. Scroll or search to locate the agreement and select it from the list.
4. From the top button bar, select **Actions** > **Reject**.
5. In the **Reject** pop-up, from the **Reason** dropdown, select a reason for rejection.
6. Select **OK**.

View rejected agreements on the **Approvals** tab.

## Withdraw an agreement

You can withdraw a submitted agreement from the approval process. To withdraw an agreement:

1. From the application left navigation area, select **Agreement**.
2. From the top navigation bar, select **Agreements (Under Negotiation)**.
3. Scroll or search to locate the agreement and select it from the list.
4. From the top button bar, select **Actions** > **Withdraw**.

> [!NOTE]
> Tip
> 
> By default, only the submitter can withdraw an agreement. Administrators can change this default behavior. For details, read **Allow all users to withdraw a quote or agreement** in [Customize approval process settings](/v1/docs/approval-process).