Document Approval Process

Remove the Accept button in Documents and templates

Learn how to configure the "Accept" button in QuoteCloud by enabling the accept feature, customising the button text, adding confirmation messaging, and setting an optional redirect link. This guide helps streamline your document approval process and improve client experience.

Configuring the Accept Button in QuoteCloud

Learn how to configure the Accept button in QuoteCloud documents and templates. This guide shows you how to enable the button, customise the label, add confirmation text, and include an optional redirect link to complete your document approval workflow.

Request Approval Before Sending a Document

Learn how to request approval before sending a document in QuoteCloud. Ensure proper review and approval processes are completed prior to document distribution.

Proceed with the Approved or Rejected Document

Learn how to proceed with an approved or rejected document in QuoteCloud. Manage workflow outcomes efficiently and keep your approval process moving forward.

Approve or Reject a Document

Learn how to approve or reject a document in QuoteCloud. Control document workflows by making approval decisions that ensure accuracy and compliance.