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)
- 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. Every step - sent for approval, approved, rejected, escalated, delegated - is written to the quote’s append-only event log, alongside the negotiation versions it belongs to.
- See the full approval trail on the quote, tied to the exact version that was approved
- The same auditable event log records 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
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Vos questions, nos réponses
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 - sent for approval, approved, rejected, escalated, or delegated - and written to the quote’s append-only event log, tied to the exact version that was approved. 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.
Forfait Lite gratuit · essai de 14 jours sur les forfaits payants · compatible Shopify Plus