topic Requesting a, receiving a, giving or rejecting an approval. in CRM

Requesting a, receiving a, giving or rejecting an approval.

BLP422 — Thu, 10 Dec 2020 15:18:18 GMT

Hi.

Does HubSpot allow a user to

Request an approval
Receive an approval
Giving or rejecting an approval

For example, you may wish to request authorisation to issue a quote if the value of the deal > €10,000.

If the answer is no, I would be interested in understanding what other approval systems people are using.

Cheers

Brett

Re: Requesting a, receiving a, giving or rejecting an approval.

karstenkoehler — Thu, 10 Dec 2020 15:34:41 GMT

Hi @BLP422,

Yes, this is possible. In your settings, navigate to Sales > Products & Quotes, click the Quotes tab and click the toggle "Require approval on all quotes". This will create three workflows:

The whole process is explained in detail here: https://knowledge.hubspot.com/deals/approve-quotes#approve-quotes-sales-hub-enterprise-only-beta

I haven't used this myself but it looks like you could modify these workflows as follows:

create an additional quote-based workflow that enrolls quotes with Quote approval status is any of Pending approval and Quote amount is less than $10,000 and that sets the Quote approval status to Approved
adjust the enrollment trigger of the "When quotes require approval" workflow to only enroll quotes with Quote approval status is any of Pending approval and Quote amount is equal to or greater than $10,000, don't change anything about the rest of the workflow

Hope this helps!

Re: Requesting a, receiving a, giving or rejecting an approval.

LKorslund — Thu, 03 Jun 2021 18:58:25 GMT

Is it possible to modify the workflow to ONLY trigger approval request if the unit discount is above a certain threshold? For example, we only want to require approvals if the rep enters a discount greater than 15%. However, I'm not seeing the option to add any filters on discounting or line items.

Re: Requesting a, receiving a, giving or rejecting an approval.

DNorland — Tue, 13 May 2025 00:29:31 GMT

If we don't have this feature with our subscription, is there a workardound to creat these workflows manually?