Product · Workflows
Quote approval workflows for materials suppliers
A quote approval workflow is the ordered set of stages a quote moves through - draft, review, sent, accepted - with an owner and rules for each stage, so a team prices and sends quotes the same way every time.
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Which workflows come ready to use?
Four templates cover the common cases. A company can duplicate one and change its stages, or build its own workflow from scratch; each company keeps its own set.
| Workflow | Stages | Stage order |
|---|---|---|
| Construction Materials Standard | 8 | Draft, Internal Review, Pricing Approval, Approved, Sent to Customer, Negotiation, Accepted, Rejected |
| Quick Quote | 3 | Quick Draft, Sent, Closed |
| Enterprise Quote Management | 8 | Draft, Manager Review, Finance Review, Legal Review, Approved, Sent, Contract, Accepted |
| Simple Quote Flow | 4 | Draft, Sent, Accepted, Rejected |
What does a stage rule do?
A stage names the roles that own it and the conditions it expects, such as an approval or agreed payment terms. When a quote moves on without meeting them, Quote360 shows a warning that lists what is missing. It does not block the move - the team stays in charge.
Who can change a quote?
Access comes from roles inside your company workspace. A new company starts with admin, manager, editor and viewer roles, and quote permissions are granted per role: create, read, update, delete and share.
Is every stage change recorded?
Yes. Each move between stages is written to the quote's stage history, with who moved it and when.
Questions and answers
- Can a stage stop a quote until a manager approves it?
- Not today. Stage rules warn when they are not met; they do not block the move.
- Does Quote360 notify people when a quote changes stage?
- Not yet. The stage history shows every change; notifications are planned.
Related pages
- ProductWhat Quote360 does today: material quotes with haul and tax on every line, route pricing, quote stage workflows, branded proposal PDFs and a REST API.
- QuotingBuild material quotes with a pickup price, a haul and tax on every line, for aggregates, ready-mix, asphalt and cement, in imperial or metric units.
- Proposals and emailSend each quote as a branded proposal PDF with your terms, columns and footer, by email with attachments, and keep every sent PDF and email on the quote.