Quote approval

The point is to catch the small number of quotes that are genuinely outside policy without slowing down the many that are not. Thresholds do most of that work: standard pricing goes out unblocked, a discount past a stated line needs a second signature.

An approval step applied to every quote regardless of size teaches everyone to route around it, which is worse than not having one.

Draft, then approved internally, then sent, then accepted or declined, then expired. Each transition wants a timestamp and an actor, because the questions asked later are always who approved this and when did it go out.

Expiry deserves particular attention. A quote with no end date is an open-ended offer, and old quotes resurface at exactly the wrong moment.

The common failure is a quote in one system and an invoice in another, reconciled by hand. Every re-keying is an opportunity to get a line item, a discount or a tax treatment wrong, and the mismatch is normally found by the customer.

Generating the invoice from the approved quote removes the class of error entirely: the same lines, the same totals, with the approval attached to the document that produced them.

SalesShift quotes carry an approval workflow, and an approved quote generates the invoice directly — one action, the same line items, on the same record as the deal and the contract. Invoices can be issued, voided and rendered as a PDF.