🔗 HubSpot KB Bridge: Set up quote approvals
💡 Core Capability
Turn on approvals for quotes to enroll them in an approval process. Maintain accuracy and consistency before sending quotes to buyers. There are two types of approvals you can set up: standard approvals and advanced approvals. Learn more about each type below. Once approvals are set up, learn how to manage quote approvals.
🛠️ Key Operations & Headings Outline
- Approval types
- Standard approvals
- Advanced approvals
- Turn on quote approvals
- Turn on standard quote approvals
- Turn on advanced quote approvals
- Customize the advanced approval workflow
- Set approval notifications
- HubSpot-based notifications
- Notifications in third-party apps
- 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