Quote approval limits

Some quotes need a second look before they reach a customer: big ones, heavily discounted ones, or ones with a thin margin.

By default a quote needs approval when:

it’s over £2,500 including VAT (counting optional extras, because the customer could accept them),
it has a discount over 10%,
its gross margin is under 30%,
or it has no costs entered, so the margin can’t be checked.

The quote shows Why this needs approval with the rule it tripped.

Getting it approved

Select Submit for approval. Approvers are notified.
The approver opens it and chooses Approve, or Request changes with a note.
Once approved, select Send to customer.

You can’t approve a quote you submitted yourself.

Changing the limits

Open Settings → Finance. Clear a limit to switch that rule off.