Document Approval Workflow Configuration

Delete Node

Learn how to delete a node in a QuoteCloud workflow. Simplify and optimise your approval process by removing unwanted workflow steps.

Creating a New Approval Workflow

Learn how to create a new approval workflow in QuoteCloud. Set up multi-step approvals, assign approvers, and streamline your document approval process.

Add an approval node

Learn how to add an approval node in a QuoteCloud workflow. Assign approvers and define steps to streamline your document approval process.

Add a Ready or Reject Node

Learn how to add a ready or reject node in a QuoteCloud workflow. Define actions for documents that are approved or rejected to control workflow outcomes.

Manage a Workflow

Learn how to manage a workflow in QuoteCloud. Edit steps, update approvers, and maintain smooth approval processes for your documents.

Creating a New Workflow from Template

Learn how to create a new workflow from a template in QuoteCloud. Quickly set up approvals and processes using pre-configured workflow templates.

Configure Workflow Trigger

Learn how to configure a workflow trigger in QuoteCloud. Automate actions based on conditions to streamline your document approval process.

Add a Switch (Condition) Node

Learn how to add a switch (condition) node in a QuoteCloud workflow. Direct workflow paths based on specific conditions for flexible approvals.

Add a Node

Learn how to add a node in a QuoteCloud workflow. Build custom approval paths by inserting nodes to control the flow of your processes.