Why does my quote need approval?
What you'll do: A quote is routed for approval if its grand total is above the approval threshold (default ₹1,00,000) or if any line is quoted below its list price. If neither is true, it's approved automatically.
The two triggers
When you submit a quote, either of these sends it to your workspace's approver:
- The grand total is above the approval threshold. The default is ₹1,00,000; your Tenant Admin can set a different threshold.
- Any line item is priced below its product's list price. List price acts as the floor; going under it needs sign-off.
If neither applies, the quote auto-approves the moment you submit it, and you can send it straight away.
Who approves
The approver is the specific person configured in your workspace's approval rules — stamped onto the quote when you submit. They're notified and decide from their Approver Inbox.
If submitting fails with "no approver configured"
Tenant has no default Quote approver configured; submit a Quote that does not require approval, or set tenant.default_quote_approver_user_id first
This means approval is required but no approver is set. Ask your Tenant Admin to set an approver under Settings → Approval Rules, or adjust the quote so it stays within the threshold and at or above list price.