In some situations, quotes that are sent to a customer contact person will need to be approved by a manager that can legally approve a proposal. This could also only be the case for quotes that exceed a certain amount. This feature also works when you use the customer storefront module.

When you go to your customer page, select edit and navigate to the admin tab, you can setup customer specific approval workflows.

Specify an amount above which the quote needs approval from a manager and then select one or more users who can approve quotes. Leave at 0.00 when all quotes need approval from a manager.

You can also select a contact from a different customer as a quote approver for the company. This can be useful when a contact controls multiple businesses. Just type the name of the contact in the list and select it as approver.

When quote approvers have been configured, quote that you send a user that is not part of the approvers list, will be forwarded for an additional approval to one of the approvers for final acceptance.

Note that the quote will always have to be approved by the initial contact from the customer. If that customer cannot approve because their login is not linked to the quote contact, you can perform the 1st line approval on behalf of the customer. After this step the 2nd line approver can do the final approval.