When creating a quote, you might need to receive approval from other users (Approvers). The approval process in Salesforce makes this flow simple and automated. Let's see how an Administrator creates an approval process.

For example, we need to have all quotes with a final discount exceeding 25% to be approved by the Manager.

1. Navigate to Setup

2. Type Approval in the Quick Find box, and then select Approval Processes.

3. Find the Manage Approval Processes For field, and select Quote. Click Create New Approval Process | Use Jump Start Wizard. The Jump Start Wizard helps you create a simple approval process with basic settings.

4. Add the Name (Discount > 25%), Entry Criteria (Quote: Final Discount greater than 25), Select Approver (Automatically assign to approver(s) → Choose the approver). Click Save.

5. Review the details. Click Activate.

See official Salesforce documentation for more information about creating Approval Processes:

• Create an Approval Process with the Standard Wizard
• Customize How Records Get Approved with Approvals

Now let's see our Approval in practice. Navigate to Quote Builder and set the discount at 26%.

How to send your Quote for Approval

How to send your Quote for Approval

You can also do it directly from Quote/Opportunity Builder. To enable the button “Submit for Approval” go to Sculptor Settings and enable “Show Approval Button”

Sculptor Settings “Submit for Approval” button

This is how it looks like. It is possible to send Quote/Opportunity for approval straight from builders using the “Submit for Approval” button that opens a form with the ability to write comments.