Quote Approval - Multiple Approvers

We love the new Quote Approval function, but would like to be able to have more than a single approver.  There are several reasons why:

 

1) If the approver is out for an extended time, it would be important for them to easily be able to delegate approval to someone else in their absence so we don't end up with delays in our sales process.

 

2) We would like our quotes to go through an engineering review and approval before going to Sales approval, given the complexity of our solutions.

 

3) There are certain approvals that may need to trigger CEO approval based on whether we are recommending an aggressive pricing approach to compete on an opportunity.  We would like that option in our workflows.

14 Replies
Occasional Contributor

We agree - our complex solutions would require multiple approvers from across the organisation so this would be a feature we would love to have.

Occasional Contributor

I really love HubSpot but can't believe that you can only have a single quote approver.

 

We're an international company with multiple sales departments across the globe. Relying on a single person to approve quotes for every single salesperson worldwide is such a huge flaw for an otherwise brilliant product.

Regular Contributor

This would be very useful to have the ability to have multiple approvers. It would be even better if the approver could be triggered of something specific - a property or a pipeline.

 

I have multiple departments where having one approver would not work because the departments do not overlap.

Occasional Contributor

Absolutely agree! Especially with deligation!

Regular Contributor

Absolutely agree! We have operations in 4 countries and we need that the approver of each country be different.

New Member

Thsi doesn't seem like it would be difficult to implement from a product perspective. Can we get feedback from anyone on the HubSpot team?

New Member

Agree.  Typically companies have primary and back-up approvers.  Current work-around is a pain, almost tempted to just turn off the quote approval workflow when the primary approver is OOO.

Regular Contributor

This would be very beneficial to our company too - please could this functionality be added soon!

Regular Contributor

I just had a thought for a workflow:

 

Once Quote status is "Approved" send internal email to contracting team.

 

BOOM!

 

Thoughts?

New Contributor

Our solutions are complex and need reviewing from a commercial and technical perspective.

 

Ideally, we'd have a quote approved from the technical team first to check that the quote is accurate before going to an overall approver that looks at the commercials alongside the already approved technical information.

 

Outside of this, it's not robust enough to only have one approver (holidays, sickness, workload etc) across the board.

 

The functionality is a bit too basic as it stands.

Regular Contributor

Yes - please add or at least allow a set of permissions to assing to a ROLE that would allow the approval of quote.  Even an Admin cant go an approve a quote.     We can't have all sales, deals, marketing activity halt and wait on ONE person who might be unvailable to respond.     

 

Yes, please add this. Seems simple enough.        We can create a workflow to notify the people we want (who would have that set of permissions enabled).

 

-Ingram

New Contributor

Yes I agree, we need this feature. Our quotes are approved by regional managers — need to be able to set approver based on Hubspot team.  Can't believe this isn't a feature yet.

Regular Contributor

What if ONE approver is out of the office!   Approval needs at least a redundancy person(s).  Please add.

Regular Contributor

I couldn't agree more @ingramleedy unfortunately, there is no way to do this currently. I've just adjusted the approver based on PTO.

 

- BC