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.

Tip

For details on configuring the approval process, read 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 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 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

• Reject an open agreement

• Withdraw an agreement

Submit an agreement for approval

1. From the application left navigation area, select Agreements.

2. Select an agreement.

3. From the bottom 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. Select an agreement.

3. From the bottom button bar, select Actions > Reject.

4. In the Reject popup, from the Reason dropdown, select a reason for rejection.

5. 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. Select an agreement.

3. From the bottom button bar, select Actions > Withdraw.

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.