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approvals

How to Build a Quote Approval Workflow That Doesn't Kill Your Deal Velocity

How to Build a Quote Approval Workflow That Doesn't Kill Your Deal Velocity

A rep closes out Monday with a quote that's 97% done. The customer is ready to move. The only thing holding it up is a manager signature on a 5%...

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The Hidden Deal Killer: Quote Approvals Lost in Email

Nothing kills momentum faster than a quote sitting in someone's inbox waiting for approval.

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quote approvals living in email are killing your deals

The Hidden Deal Killer: Quote Approvals That Live in Email

Your deals are not stuck because of pricing. They are stuck because someone is waiting on an approval. And that approval is buried in an email thread.

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The New Quote Review Screen: Faster Approvals, Better Decisions

Quote approvals have been part of Quotivity since day one. From the beginning, it was clear that manufacturers needed real control over their...

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The underrated feature that keeps approvals sane: Approval Queues

Most companies don’t decide to build complicated approval workflows. It just happens.

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Hierarchical approvals, simplified: apply only the first matching approval rule

Quotivity’s approvals were built to handle the real-world complexity of quoting—without forcing admins to maintain an overly complicated ruleset....

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Speed up quote approvals with clearer context: Approval Request Explanation

Approvals shouldn’t stall because someone has to ask, “What changed?” or “Why does this need an exception?” Starting today, Quotivity can prompt reps...

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How to Build a Quote Approval Process That Actually Works (and Scales)

How to Build a Quote Approval Process That Actually Works (and Scales)

Discounts are happening. Rules are getting bent. And quotes are flying out the door with minimal oversight because enforcing approvals inside most...

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How to Build Multi-Level Quote Approvals in HubSpot (and Why You Should)

How to Build Multi-Level Quote Approvals in HubSpot (and Why You Should)

If you’re in Sales Ops, RevOps, or part of a deal desk team, you know this pain: A rep drops a 25% discount to close the deal without any approval....

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How to Take Full Control of Quote Approvals in HubSpot

How to Take Full Control of Quote Approvals in HubSpot

If you’ve ever felt boxed in by HubSpot’s default quote approvals, you’re not imagining things. Out of the box, you get exactly one rule: every quote...

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