Multi-level sign-off, margin control & a full audit trail on every quote
Quotes auto-trigger a tiered approval flow by amount, profit margin and discount: margin and discount thresholds are validated in real time, over-authority quotes are blocked and escalated, and only approved quotes generate a formal quotation to send. Every approver, time and comment is fully traceable — stopping over-authority low-price quotes at the process level.
Approval queue, margin and discount thresholds and approval status at a glance
Complete coverage of approval, from rule setup to audit-trail traceability
Set approval thresholds and routes by amount, margin and discount; quotes auto-route to the matching approver level, configurable by department, position and role.
Margins are checked in real time on submission; anything below the target-margin floor is auto-blocked and escalated, keeping the price floor under control.
Quotes beyond a user's discount authority are auto-blocked and escalated to a higher level — no more over-authority price cuts, even on big low-margin deals.
The approver, time, comments and approve/reject outcome of every step are retained and traceable level by level, meeting compliance and internal-control audits.
Pending approvals are pushed in real time to WeCom / DingTalk / the app, so managers can approve anywhere — big deals never get stuck in the pipeline.
Approved quotes generate a formal PDF quotation in one click; rejected quotes return for revision, and any unapproved quote cannot be sent externally.
Flexibly adapts to different business models
Quotes below the margin floor are auto-blocked and escalated — even when sales want to cut price for volume, management has to sign off.
Large-amount quotes route through multi-level sign-off by band — manager, director and owner approve in turn, with every pricing decision on record.
The whole approval trail is retained for level-by-level audit afterwards, meeting group internal-control and external compliance checks.
A closed loop from submission to approved dispatch
The quote is completed → the system checks amount, margin and discount in real time → hitting a threshold triggers approval
By amount band and margin, the quote auto-routes to the matching approver level, flowing through multi-level sign-off
Approvers act in real time on mobile, approving or rejecting with comments; approver and time are fully recorded
Once approved → a formal PDF quotation is generated and sent to the customer; rejected quotes return for revision and resubmission
Questions you may have
It supports approval thresholds and routing by amount, profit margin and discount level. Quotes in different amount bands, below the target margin or beyond a user's discount authority are automatically routed to the matching approver level, and the flow can be configured flexibly by department, position and role.
When a quote is submitted, the system checks its margin and discount rate in real time. Anything below the margin floor or beyond the discount threshold is automatically blocked and escalated to a higher approval level, keeping the price floor under control so low-price quotes can never slip out unnoticed.
Yes. The approver, time, comments and approve/reject outcome of every step are retained, and the quote's approval status (Pending / Approved / Rejected) is visible in real time. The trail can be traced level by level afterwards, meeting compliance and internal-control audit requirements.
Yes. Only approved quotes can generate a formal PDF quotation and be sent to the customer. Rejected quotes are returned for revision and re-submission, and any quote that has not passed approval cannot be sent externally — stopping over-authority quoting at the process level.
Dedicated 1-on-1 consultant service — see Quotation Approval and the full inquiry & quotation flow in action