# Multiple Quote Approvers **URL:** \ **Category:** Sales Hub Tools\ **Tags:** admin, sales\ **Created:** [April 10, 2025, 2:44pm UTC](https://community.hubspot.com/t/multiple-quote-approvers/129688 "2025-04-10T14:44:38Z")\ **Posts on this page:** 7\ **Page:** 1
**Author:** ![RHampton6](https://avatars.discourse-cdn.com/v4/letter/r/e19b73/32.png) [@RHampton6](https://community.hubspot.com/u/RHampton6)\ **Post date:** [April 10, 2025, 2:44pm UTC](https://community.hubspot.com/t/multiple-quote-approvers/129688/1 "2025-04-10T14:44:38Z")
Hi all, I’m looking for any possible suggestions on having multiple quote approvers. I’ve seen previous posts from 2022 even mentioning this was planned to be looked at but I can’t find any documentation or working solutions to get around this. Ultimately, it’s a must for this type of functionality as one person cannot be responsible for approving all quotes from multiple teams. Is there a way to allow for multiple people to have permissions to do so and/or any workarounds? Thank you. ---
**Author:** ![kennedyp](https://avatars.discourse-cdn.com/v4/letter/k/49beb7/32.png) [@kennedyp](https://community.hubspot.com/u/kennedyp)\ **Post date:** [April 10, 2025, 9:10pm UTC](https://community.hubspot.com/t/multiple-quote-approvers/129688/2 "2025-04-10T21:10:22Z")
Hi @RHampton6! Welcome to the Community-- happy to have you here 😊 You are correct that this is a highly upvoted Idea on the forum: [Quote Approval - Multiple Approvers](https://community.hubspot.com/t5/HubSpot-Ideas/Quote-Approval-Multiple-Approvers/idi-p/289902) I added my upvote as well! @StevenG posted a[workflow workaround here](https://community.hubspot.com/t5/Workflows-Library/Assign-different-Quote-Approvers/ba-p/696063) and it looks like they updated it in 2024, so it should be more recent! _Best,_ Kennedy ---
**Author:** ![RHampton6](https://avatars.discourse-cdn.com/v4/letter/r/e19b73/32.png) [@RHampton6](https://community.hubspot.com/u/RHampton6)\ **Post date:** [April 11, 2025, 8:33am UTC](https://community.hubspot.com/t/multiple-quote-approvers/129688/3 "2025-04-11T08:33:41Z")
Thank you for the reply @kennedyp ! I had seen this previously although from what I can gather (and that is quite a basic grasp of it) it requires some sort of logic to create an approver for different situations. In my specific requirement, it’s quite difficult to say “if x then give y approval role” because it should be across 2 or 3 people without that. Ideally, this responsibility would land at a couple of people’s door as soon as a quote is completed. I think what I’m starting to see is only 1 account can be set as an approver at any one time rather than at all. Would that be fair? ---
**Author:** ![kennedyp](https://avatars.discourse-cdn.com/v4/letter/k/49beb7/32.png) [@kennedyp](https://community.hubspot.com/u/kennedyp)\ **Post date:** [April 14, 2025, 9:46pm UTC](https://community.hubspot.com/t/multiple-quote-approvers/129688/4 "2025-04-14T21:46:16Z")
That is correct, @RHampton6 -- only one approver at a time in this case. ---
**Author:** ![hapilyJonathan](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hapilyjonathan/32/28224_2.png) [@hapilyJonathan](https://community.hubspot.com/u/hapilyJonathan)\ **Post date:** [April 14, 2025, 7:53pm UTC](https://community.hubspot.com/t/multiple-quote-approvers/129688/5 "2025-04-14T19:53:48Z")
Hey @RHampton6! I’m with hapily, a HubSpot App Partner, and we created an app [quote•hapily](https://quote.hapily.com/solutions/advanced-quote-approvals) that allows users to create custom quote approval flows for HubSpot’s native quoting tool. Below is an overview of a custom approval flow with quote•hapily. 1. **Set approval rules** based on your sales criteria — for example, “If a line item discount is greater than 15%, require approval.” ![CleanShot 2025-04-14 at 14.27.10@2x.png](https://d2qpr2jzcazej7.cloudfront.net/original/2X/c/cb23c5fc69047c834f16d0e04c15dffb6bcce256.png) 1. **Designate approvers** via workflows by creating a list of users who need to review and approve quotes. You can add multiple approvers by creating a list of the users who will need to approve the quote. 2. When a quote meets the rule criteria, the sales rep will be notified that approval is required. Once they submit the quote for approval, it will enroll in the approval workflow and send an approval request to the assigned approver(s). ![CleanShot 2025-04-14 at 14.31.45@2x.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/1/e/1ef01e0f6b8dca7ece18e8297054c83ed140314c.png) 1. Approvers can then approve, reject, or request changes to the quote. ![CleanShot 2025-04-14 at 14.41.27@2x.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/7/1/714f11b4ba3c41103d104ad83bd061458ba971e2.png) quote•hapily also lets you set blocking rules that prevent quotes from being submitted or published if certain conditions are met — like automatically blocking any quote with a discount over 75%. Hope this helps! -Jonathan ---
**Author:** ![kennedyp](https://avatars.discourse-cdn.com/v4/letter/k/49beb7/32.png) [@kennedyp](https://community.hubspot.com/u/kennedyp)\ **Post date:** [April 14, 2025, 9:47pm UTC](https://community.hubspot.com/t/multiple-quote-approvers/129688/6 "2025-04-14T21:47:29Z")
Great callout, @hapilyJonathan! Sharing the HubSpot Marketplace link as well: [HubSpot Marketplace](https://ecosystem.hubspot.com/marketplace/apps/cpq-quote-hapily) ---
**Author:** ![iamtomgray](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/iamtomgray/32/23425_2.png) [@iamtomgray](https://community.hubspot.com/u/iamtomgray)\ **Post date:** [November 7, 2025, 12:42pm UTC](https://community.hubspot.com/t/multiple-quote-approvers/129688/7 "2025-11-07T12:42:41Z")
Hi @RHampton6, it’s nice to meet you! We have an app for HubSpot called Portant. It can help as a workaround here by giving you more control over generated documents and using HubSpot Workflow triggers to notify or assign approvals to multiple people (for example, generate a document or PDF, save details to custom properties, then use those properties / document statuses to kick off HubSpot Workflows that notify multiple approvers or escalate if no action is taken). We use Google Docs or Slides to allow you to design the document to look exactly the way you want it to. For example, Portant can: - source and use any data connected to your HubSpot Deal and customise a document with it (custom properties and objects included). - save document / PDF details and links as custom HubSpot properties on your deal so you can automate workflows from data that Portant creates. - be used as an action within a HubSpot Workflow so you can combine document statuses with workflow logic (useful for notifying multiple approvers or escalating). - integrate with eSign workflows and map recipients from HubSpot contact associations. We have some docs to help you get started: [HubSpot | Portant Docs](https://docs.portant.co/portant-docs/sources/hubspot) but if you need any additional help, or just want to see how we could set up workflow-based approvals for your use case, please feel free to email [tom@portant.co](mailto:tom@portant.co) and we can set up a call. Cheers, Tom Marketing @ Portant Portant App for HubSpot: [HubSpot Marketplace](https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-integration) [![](https://d2qpr2jzcazej7.cloudfront.net/original/3X/c/2/c23950ade67a15acbb1af500595567ebcf234a25.jpeg "Automate your Contracts, Quotes and Proposals in HubSpot | Portant in 60 seconds") ](https://www.youtube.com/watch?v=5d9pFYZkSLQ)