App Template
Salesforce Quote Approvals
Review and approve sales quotes while keeping submitters up to date.
Quote Approvals App Details
Accelerate quote approvals with one-click!
Sales quote approvals
Accelerate the approval process by enabling managers to view and sign off on sales quotes from within Workgrid. Plus, automatically notify quote submitters when there is a status change to their request.
Submitters receive the following notifications (as applicable): quote pending approval and quote approved/rejected.
Approvers receive the following notification: quote approval request, which includes quote details, approve or reject actions, and a comment input.
Quote Approvals Technical Details
This template can be modified to support approvals on many Salesforce objects.
Integration Details
Requirements:
Salesforce Sales Cloud Enterprise Edition or Professional Edition with API support
Administrator privileges (contact your system administrator for help if you do not have privileges)
The Quote Approval app was designed with the Salesforce CRM API v1.0.
This app template may be customized for alternate integrations using Workgrid's no-code builder.
API Details
For the best user experience, please ensure each Quote record includes all pricing fields fields, or modify the template to make it work for your organization.
Endpoints:
GET /services/data/v57.0/sobjects/ProcessInstance
GET /services/data/v57.0/sobjects/ProcessInstanceWorkItem
POST /services/data/v57.0/process/approvals
GET /services/data/v57.0/sobjects/Quotes
Support and Documentation
For more information please visit: Salesforce Documentation
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