Approve and revise a quote

Approval is a commercial control

A quote can be Not required, Required, Pending, Approved, or Rejected according to workspace rules and the action taken. The creator should resolve all visible readiness issues before requesting approval. An approver reviews the buyer, deal, catalog lines, quantities, prices, discounts, tax, currency, packages, validity, notes, terms, and final preview.

Submit and decide

1. Save the completed draft.
2. If approval is required, choose the approval action and provide the requested context.
3. The approver compares the quote with the linked deal and the organization’s pricing authority.
4. Approve only the exact snapshot reviewed. Reject with a reason that tells the creator what must change.
5. Reopen the quote and verify the approval state before sharing.

When to create a revision

Create a revision when a sent or published quote needs changed scope, quantity, price, package, validity, or terms. The quote list may show Revise or Continue revision when an open revision already exists.

1. Open the source quote and read the buyer’s response or internal revision reason.
2. Choose Revise. WRKZY creates a draft in the same lineage and identifies the source quote.
3. Review the original lines, packages, buyer request, and the displayed added, changed, and removed differences.
4. Make only the approved changes and explain any material alternative.
5. Repeat approval when the revision meets the workspace rules.
6. Share the new revision and confirm the older public offer becomes superseded where applicable.

Example: buyer asks for fewer licenses

Do not edit the sent quote. Create a revision, change the quantity within the approved range or update the line, verify discounts and tax recalculate, record the buyer’s requested quantity, and obtain approval if the commercial threshold changes. The original remains evidence of what was first offered.

Recovery

If the wrong draft was revised, discard or void it according to available actions and continue from the correct lineage. If a rejection is unclear, do not resubmit unchanged; ask the approver to clarify the recorded reason. If an older link remains active unexpectedly, inspect publish and supersession history before sending another URL.