Skip to main content
Question

Enhanced/Multiple Approval Process

  • October 21, 2025
  • 1 reply
  • 15 views
A
Forum|alt.badge.img+1

Currently the Approval Process is pretty limited, you can only assign one person to a single approval policy. 

We utilize different templates, for example, I want all project work to be approved by our Project Team, for small items, I want that to be approved by a Manager, for MSA, I want that to be approved by someone else.

Also, adding in layer approvals. If Margins fall below say 20%, it gets approved by a Manager, if it falls below 10%, it needs to get approved by an Executive. Or even if discounts are applied, it should be approved by specific person.

Just having the options creates some flexibility. 

1 reply

S
  • swhatten87
  • New Member
  • 2 replies
  • October 30, 2025

Seconding this request. We would like to be able to create separate approval policies for each of our customers so that a different person provides approval depending on the quote organization. Each of these policies would apply to the same few users who are creating quotes.

I created these policies but quickly found that I could only apply a single policy to any unique user/quote creator.

We could make this work as a single policy as well, but we would need to be able to configure it so that specific approvers are required depending on certain conditions.

 


Terms & ConditionsCookie settingsAccessibility statement