Add an Approval Node
This guide shows you how to add an approval node in a QuoteCloud workflow, allowing you to assign approvers and manage each step of your document approval efficiently.
Steps to add an approval node
Open the workflow editor
Open your workflow and review the existing workflow structure before adding approval steps.Locate the workflow branch
Navigate to the workflow condition branch where you want to add the approval process.Add a new workflow action
Click the Add a Step button beneath the workflow condition node to create a new workflow action.Select the Approval node
From the list of workflow actions, choose Approval to add an approval step to the workflow.Open the approval settings
Click on the newly created Approval node to open the approval configuration panel.Choose how approvers are selected
In the Select a way to find approvers dropdown, choose how approvers should be assigned to the workflow.Review the available approver methods
Available approver methods include Approvers from team , Approvers from role , Approvers in users list , and Managers of the creator .Select the approver group
Choose the users, roles, teams, or managers who should approve or reject documents in this workflow step.Configure approval requirements
In the Must be approved by setting, choose whether approval requires Any user selected above or All users selected above .Configure the fallback action
Under Default action when no approvers are found , choose whether the workflow should automatically Approve or Reject the document.Apply the approval configuration
Click the Apply button to save and activate the approval configuration within the workflow.Review the completed approval workflow
The approval node will now appear between the workflow condition and the Ready to Send / Reject to Send endpoints.
FAQs
What is an approval node in a QuoteCloud workflow?
An approval node is a workflow step in QuoteCloud that routes a quote, proposal, document, or request to one or more users or groups for review and explicit approval before the workflow continues. It enforces business checks, captures approver decisions and comments, and prevents downstream steps from running until required approvals are completed.
Where do I create or insert an approval node in QuoteCloud?
Open the Workflow Editor while building or editing a workflow, open the node palette, then drag or add an Approval node into the flow at the point where a decision or sign-off is required. After placing it, open the node's configuration panel to set approvers and options.
Who can be assigned as an approver?
Approvers can be individual users, roles, or groups defined in your QuoteCloud account. You can assign a single person, an entire role (for example Sales Manager), or a group so the correct team members receive approval requests — useful when using QuoteCloud as sales quoting software or sales proposal software.
How do I add and configure an approval node (step‑by‑step)?
In the Workflow Editor, drag an Approval node from the node palette to the desired point in your flow. Open the node's configuration panel, assign approvers (users, roles, or groups), and choose the approval mode: single, parallel, or serial. Add any required instructions or required fields approvers must complete, save the node, then publish or run a test of the workflow to confirm the approval route behaves as expected.
Can I require multiple approvals and control the order?
Yes. Approval nodes support multiple approvers and let you choose the approval mode. Use serial mode to require approvals in a specific order, or parallel mode to request approvals from multiple approvers at the same time. You can also configure quorum or any-one requirements depending on your workflow needs.
What happens if an approver rejects the document or requests changes?
If an approver rejects or requests changes, the approval node records the decision and comments and stops downstream steps from running. You can configure the node to route the document back to a previous step, notify the originator, or cancel the workflow — ensuring rejected quotes or proposals are captured and remediated before proceeding.
Can approvers add comments or require specific fields before approving?
Yes. The approval node lets you require approvers to enter comments or complete specific fields before they can approve. This enforces necessary documentation for decisions and creates an auditable trail of reviewer input, which is especially valuable when using QuoteCloud as quote software or proposal software for compliance and pricing reviews.
How do I test or publish a workflow with approval nodes?
After configuring approval nodes, save your workflow and run a test instance or use a sandbox document to verify notifications, approver access, serial/parallel behavior, and required fields. When tests succeed, publish the workflow so it becomes active for real quotes and proposals.
Can approval nodes integrate with accounting and document-generation features?
Yes. Approval nodes work within QuoteCloud workflows that connect to other QuoteCloud features like document generation and external integrations (for example QuickBooks Online). This lets you enforce approvals before invoices or synced transactions are created, helping maintain accurate billing and branded document output across your sales quoting software and proposal software processes.