Quote Approval Feature

[RZia8]

Hi,

I am trying to use the quote approval feature mentioned here: https://knowledge.hubspot.com/deals/approve-quotes#approve-quotes-sales-hub-enterprise-only-beta. However, I went to settings -> objects - > quotes and the slider to toggle approvals is not on the page.  

Thanks!

[swolfeva]

I also have a client with Sales Hub Enterprise and this option is not available at Settings > Objects > Quotes.

[BérangèreL]

Hi @swolfeva,

Thank you for reaching out to the Community!

I understand that in the settings of the account, there is no "Require approvals on all quotes" option, is that right?

- Is the feature not displaying at all or is it greyed out?
- Could you please send a screenshot of the page where the option should be present?

The more info, screenshots (without sensitive/confidential information), and details you can provide, the better the Community can assist.

- Can you please try in an incognito window to see if it appears?
- Which user is looking for this option? Is is a Super Admin?
- I know that the feature was in Beta. You might want to check this article to request a Beta access for this? It might be just a case of joining the Beta. I will check internally if the feature is still in Beta.

If you are still running into this issue, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription, and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and further information about this.

Thanks!

Best,
Bérangère

[TitiCuisset]

Hi @RZia8 

Thank you for reaching out!

This feature requires Sales Hub Enterprise, can you confirm this is the case in your account? 

I cannot reproduce on my end.

If you do have Sales Enterprise, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and further information about this. 

Thank you!

Best

Tiphaine

[RZia8]

Hi Tiphaine,

I do have a sales hub enterprise subscription. I will try and contact technical support.

Thanks!