Basic information on the approval process with appero quote
With the help of individual approval processes, quotes that are prepared jointly by internal and external teams, for example, can be better controlled. appero quote facilitates the assignment of criteria that can be queried in the approval process and controls the editing options until approval.
The approval process itself and the associated notifications are configured in Salesforce Standard.
Settings in appero quote Setup
The following explanations refer to the Simplified Approval Logic, which is activated via the Settings > Approval > "Use Simplified Approval Logic" (setup text name UseSimplifiedApprovalLogic).
If this parameter is activated, the system checks whether there is an active approval process on the Quote object in the Salesforce instance:
If so, the buttons for editing and the status display on the quote record page automatically show the required approval steps/options.
If no active approval process is found, the "Submit for Approval" button is also not available and all editing options such as "Copy Products to Opportunity" or "Send via Email" can be executed directly.
Display of Quote Action Buttons
The "Use Simplified Approval Logic" parameter essentially controls the action buttons on the quote record page. For example, you can specify that a quote that has not yet been approved should be blocked from being sent by email or that an approved quote should no longer be able to be edited.
When the approval process is active, the display of the buttons in the background is controlled via the "Approval" sf42_quotefx__SF42_QuoApproval__c field. For example, the following buttons are displayed for a new, active quote:
Quote status
Value in Field "Approval"
Available editing options
new
active
N/A = Stage Draft (with an active approval process)
Edit Quote
Download PDF
Create PDF Attachment
Order Entry
Set inactive
Submit for Approval
new
active
Pending
Download PDF
Create PDF Attachment
new
active
Approved
Copy Product to Opportunity
Send via Email
Download PDF
Create PDF Attachment
Order Entry
Set inactive
new
active
Declined
Edit Quote
Download PDF
Create PDF Attachment
Submit for Approval
new
active
Recall
Must be configured individually
If you want to use a different configuration of the buttons than suggested in the standard version, please contact your product support.
Further settings in relation to the approval process
Two further settings can optionally be used when the approval process is active
Setting
Type
Parameter Name
Parameter Textblock
Note
Show 'draft' until approval
Option switch
ShowDraft
true / false
Controls the display of a watermark with the word "Draft" on the quote PDF for quotes that have not yet been approved.
Represents the value of the field sf42_quotefx__SF42_ApprovalLevel__c on the badge of the quote line item in the Editor. Level 1, 2, 3 are supported.
Hilfreiche Felder auf dem Angebotsdatensatz
To make it easier for you to access certain criteria in the actual approval process, some values are automatically calculated on The Quote Record in Salesforce.
Field in Salesforce
API-Field name
Explanation
Total Discount
sf42_quotefx__SF42_QuoTotalDiscount__c
This field shows the total discount of the quote as an amount.
Gesamtrabatt (%)
sf42_quotefx__SF42_QuoTotalDiscountPercent__c
This field shows the total discount of the quote as a percentage.
Picklist indicating the stage in the approval process:
Pending
Approved
Declined
Recall
The process described here is greatly simplified. Please do not hesitate to contact us regarding possible trigger criteria or multi-stage approval processes.