HubSpot Ideas

IsabellaV

Quote Approval Exemptions/Exclusions

While the Quote Approval automation is a great idea, it would be a truly useful feature if users could be exempted or excluded from the requirement. For example, new Sales Reps need to have their Quotes reviewed and approved, but it is not necessary for seasoned reps to wait through the process or force the Approver to go through quotes that don't need to be reviewed. 

 

Even better would be the ability to set multiple Approvers so quotes could be sent to the  team supervisor rather than only one person. 

 

 

1 Reply
KennyM
Member

I think this idea should also apply to all approvals.