Quotation approvals

Approvals add a review step between writing a quotation and sending it. They're built in: as soon as someone has the Member role, their quotations go through an Owner or Admin first. There's nothing to switch on.

How approval works

1. A Member prepares the quotation

   Members build quotations as usual. On a draft, they see Submit for Approval where Owners and Admins see Mark as Sent.

2. The quotation waits for review

   The quotation becomes Pending approval, and the Member sees Awaiting Admin Approval on it.

3. An Owner or Admin decides

   They open the quotation and choose Approve or Reject. Approving shows approved — ready to send.

4. The approved quotation goes out

   An Approved quotation shows Mark as Sent and Edit, so last-minute fixes are still possible before it reaches the client.

Who can do what

If anyone other than an Owner or Admin tries to approve or reject, Pricely refuses with Permission denied: only admins and owners can approve quotations.

Rejecting a quotation

Reject opens Reject Quotation, which asks whether to return the quotation to draft. Add an optional reason, such as a price to check or a missing line, then confirm. The quotation goes back to Draft so the Member can fix it and submit again.

While a quotation waits for review, it isn't visible to the client: its share link reads Available once the quotation is approved, and it doesn't appear in the client portal.

Finding quotations to review

Quotations waiting for review carry a Pending status badge in the Quotations list, so Owners and Admins can spot them at a glance. See Quotation statuses.

Audit trail

Submissions, approvals and rejections are recorded in the Activity log with who did it and when, and name the quotation and client:

Troubleshooting