Approvals for B2B quotes - Professional+
Quote approval workflows - sign-off on your side and the buyer’s
QuotWay routes a quote for sign-off automatically - through your own team’s approval policy and through the buyer organization’s purchasing or finance approval. Build the policy with a visual canvas, and every decision is recorded with the quote.
Professional+
Professional+
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Build the policy on a visual canvas: When → Which → Steps → Then.
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Step 1 - your side: a manager signs off before the proposal goes out.
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Step 2 - the buyer’s side: route the quote into their purchasing or finance approval - even an external approver by email.
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Both sides sign off - every decision recorded on the quote. (Advanced routing is Enterprise.)
Route quotes for sign-off - automatically
An approval workflow decides who has to approve a quote before it can be sent or accepted, and routes it to them automatically - so a discount, a large order, or a new buyer never slips through without the right sign-off. Approvals work for both sides of a B2B deal, available on Professional and Enterprise.
- Your side (merchant sign-off) - hold a proposal for a manager to approve before it goes out, for example when a discount crosses a threshold or an order exceeds a value you set
- The buyer’s side (their organization’s approval) - route the quote into the buyer organization’s own purchasing or finance approval chain, so their procurement process is part of the deal
Build a policy with the visual canvas
You build an approval policy on a visual canvas, reading left to right: WHEN → WHICH → STEPS → THEN. No code, no rules language to learn. Each policy is multi-step, so a quote can pass through more than one approver before it moves.
- WHEN - the trigger that starts the policy (a proposal about to be sent, or a quote about to be accepted)
- WHICH - the conditions that decide whether this policy applies (quote value, discount depth, the buyer, the products, and more)
- STEPS - who has to approve, in what order; add as many steps as the deal needs
- THEN - what happens once everyone has approved (the quote proceeds) or if it’s rejected
Approvals on your side
Merchant-side approvals keep your team’s pricing under control. Hold a proposal until the right person signs off - before it ever reaches the buyer. Merchant-side approval policies are Professional+.
- Require a manager to approve a proposal before it’s sent, based on conditions you set (discount depth, order value, the buyer, the products). Discount conditions judge each line at what the buyer actually pays - a whole-quote discount counts too, so it can’t slip past a discount threshold
- On Shopify Plus stores, gate a lowered or waived deposit the same way - “any proposal asking less than a 25% deposit needs a manager” is a ready-made template (deposits: Plus stores, Professional+)
- Route through multiple steps in sequence when a deal needs more than one approver
- Keep the approver’s decision tied to the exact version of the quote they approved
Approvals on the buyer’s side
Buyer-organization approval chains bring the buyer’s own purchasing process into the quote - so the people who actually authorize spend on their side are part of the workflow. QuotWay routes sign-off on both sides of the deal - your team’s and the buyer’s organization - not just yours.
- Route a quote into the buyer organization’s approval chain before it can be accepted
- Add external approvers by email - a procurement lead or finance contact at the buyer’s company who isn’t a user in your store
- Every buyer-side decision is recorded against the quote, alongside your own team’s (Professional+)
Enterprise
Advanced routing on Enterprise
Enterprise adds governance for teams whose approvals can’t be a simple straight line - parallel reviewers, conditional branches, and time-based safeguards so a deal never stalls on one person.
- Parallel and conditional steps - send a quote to several approvers at once, or branch the path by condition instead of running a single fixed sequence
- Timeouts - give each step a deadline so an approval doesn’t sit indefinitely
- Escalation - when a step times out (or has no eligible approver), the quote escalates instead of getting stuck
- Delegation - an approver can hand a decision to someone else when they’re out
Every decision recorded
Approval history is captured with each quote, so you always have a record of who approved what and when. Each step decision - approved, rejected, skipped, delegated - is saved with the approver, the time and any rationale, as a record the app never edits. The request for approval and the chain’s outcome are also written to the quote’s event log, alongside the negotiation versions they belong to.
- See the full approval trail on the quote, tied to the exact version that was approved
- The quote’s event log records the request for approval and the chain’s outcome alongside the negotiation, so approvals and price history live together
- Useful for internal governance, buyer-side procurement records, and resolving any “who agreed to this?” question after the fact
Keep exploring
Questions, answered
Does QuotWay support B2B approval workflows on Shopify?
Yes. QuotWay routes a quote for sign-off through a multi-step approval policy you build on a visual canvas - on your team’s side and the buyer organization’s side. Approval workflows are available on the Professional ($79/mo) and Enterprise ($199/mo) plans.
Can the buyer’s organization approve a quote too, not just my team?
Yes. QuotWay handles approvals on both sides of the deal. You can route a quote into the buyer organization’s own purchasing or finance approval chain - including external approvers addressed by email - before the quote can be accepted, and every decision is recorded with the quote.
What’s the difference between approvals on Professional and Enterprise?
Professional includes multi-step approval policies for both merchant-side sign-off and buyer-organization approval chains. Enterprise adds advanced routing: parallel and conditional steps, timeouts, escalation when a step stalls, and delegation. Approvals are not available on the Lite or Starter plans.
Is every approval decision recorded?
Yes. Approval history is captured with each quote. Each step decision - approved, rejected, skipped, or delegated - is saved with the approver, the time, and any rationale, tied to the exact version it covers, and the request for approval and the chain’s outcome are written to the quote’s event log. That gives you an auditable trail for governance and procurement records.
Put the right sign-off on every quote
Add QuotWay and route your quotes through approvals built for both sides of a B2B deal. Approval workflows are on Professional and Enterprise - start free and upgrade when you need them.
Free Lite plan · 14-day trial on paid plans · Works with Shopify Plus