🔗 HubSpot KB Bridge: Manage quote approvals
💡 Core Capability
Permissions required To approve quotes, users must be a Super Admin or have both Approve quotes permissions and Edit permissions for deals.
🛠️ Key Operations & Headings Outline
- View quotes that need approval
- Request changes to a quote
- Approve a quote
- View quote approval history
- Next steps:
- Related content
📋 Subscription Availability
- Revenue Hub Professional, Enterprise
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot