For sales teams, contractors and service businesses

Get quotes approved before they're sent.

Route pricing exceptions and estimates to a manager for quick sign-off, and keep a trail of who approved what.

Free to start. Reviewers don't need an account.

Quote ApprovalVersion 2

Kitchen renovation estimate, $22,400

Reviewer: Owner or sales manager

Updates and sends version 2.
ApproveChangesReject

Where quote approval usually goes wrong

Exceptions need manager sign-off

A special price or large estimate shouldn't go out on a guess.

Sign-off is slow and informal

The rep waits on a chat reply while the customer waits on the rep.

No trail on what was approved

The final quote differs from what the manager saw.

How it works

  1. Send the quote for review

    Attach the quote and note the exception or margin.

  2. Manager responds

    They approve, reject or request changes from their phone.

  3. Adjust

    Revise pricing as a new version; the earlier one stays in the history.

  4. Send the customer the approved quote

    The trail shows which version was cleared.

Example scenario (illustrative)

Kitchen renovation estimate, $22,400

A contractor asks the owner to approve an estimate with a custom material allowance. Reviewer: Owner or sales manager.

  1. Requester

    Sends the estimate with a note on the material allowance.

  2. Reviewer

    Requests changes: raise the contingency to 8%.

  3. Requester

    Updates and sends version 2.

  4. Reviewer

    Approves version 2.

  5. Result: The quote goes to the customer with an internal approval on record.

Why teams use it for quote approval

Fast decisions

One link, works on a phone.

Controlled pricing

Exceptions get a look before they reach the customer.

An audit trail

See who approved the quote and which version.

The ApprovalLoop workflow

Every approval follows the same loop, so you only learn it once.

  1. Send

    Share the request

  2. Review

    Reviewer opens the link

  3. Request changes

    Or approve / reject

  4. Revise

    Send a new version

  5. Approve

    Decision on the latest version

  6. Record

    Timestamped approval record

Questions

Does ApprovalLoop generate quotes?

No. Bring your own quote; ApprovalLoop handles the sign-off.

Is this for customers approving quotes?

This page is about internal sign-off, but you can also send a quote to a customer for approval.

Do managers need an account?

No, they open a secure link.

ApprovalLoop keeps a timestamped approval record. It is not a legal electronic signature.

Get quotes approved before they're sent.

Send your first approval in a couple of minutes. No sales call.

Also see: Discount Approval · Proposal Approval · Contract Approval