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Quote approval
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Sales & customer success
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Quote approval
Approve a non-standard sales quote.
Deal
Account
Globex Corp
Sales rep
Alex Romero
Quote amount
$84,000
List price
$120,000
Deal notes
3-year term, multi-team rollout. Competitor is undercutting on price.
Your decision
Margin
Thin
Approved amount
$84,000
Approval conditions
—
Approve quote
Reject
Request changes
What it does
Approve a non-standard sales quote.
Fields
Account
Text
Sales rep
Text
Quote amount
Number
List price
Number
Deal notes
Long text
Margin
Status badge
Approved amount
Number
Approval conditions
Long text