How It Works
Key Concepts
Approval Rules
Rules define when approval is required. Each rule has conditions that, when met, trigger an approval requirement. Example:- Rule: “High Discount Approval”
- Condition: Discount > 20%
- Action: Require approval from Sales Manager
Approval Groups
Groups define who can approve and how many approvals are needed.Approval Flows
When a subscription triggers rules, an approval flow is created containing:- Required approval requests
- Current status
- Approval history
- Comments and notes
Supported Conditions
A rule matches on one or more of these five conditions, combined with ALL or ANY:
Discount conditions take an operator, a threshold and a discount type (percentage or fixed amount). See Approval Rules for the full detail.
Approval Statuses
Flow Status
Request Status
Setting Up Approvals
Approvals are configured in the dashboard under Settings → Approvals. There is no public API for creating rulesets, rules or approver groups.Step 1: Create a Ruleset
A ruleset groups related rules and decides whether a justification is required when one of them matches. Rules are evaluated inside it in priority order, and the first match wins.Step 2: Add Rules
Each rule pairs a condition with the approver groups that must sign off, plus a priority. Put the strictest rule at the lowest priority number.Step 3: Configure Approver Groups
Each group has its own strategy — All, Any or Minimum (with a required count) — and either a list of named approvers or, if left empty, any user holding the approver role. Groups can also route by requester, so a rep’s own manager is asked. Example ruleset:
See the Setup Guide for a full walkthrough.
Dashboard Experience
For Sales Reps
- Create subscription/quote
- System evaluates approval rules
- If approval needed:
- Subscription shows “Pending Approval” status
- Sales rep can track approval progress
- Receives notification when approved/rejected
For Approvers
- Receive notification of pending approval
- Review subscription details
- Approve, reject, or request changes
- Add comments for context
Approval Center
Access Approvals in the main navigation to see:- Pending approvals assigned to you
- Approvals you’ve submitted
- Historical approvals
- Bulk approval actions
Managing Pending Approvals
For Approvers:- Navigate to Approvals in the main sidebar
- View Pending approvals assigned to you
- Click to review subscription/quote details
- Click Approve or Reject
- Add comments (optional but recommended)
- Your subscription shows “Pending Approval” status
- Track progress in the subscription detail view
- See which approvers have responded
- Receive notification when approved/rejected
Best Practices
Start Simple
Begin with a few key rules and expand based on needs.
Clear Ownership
Ensure approval groups have active members who respond quickly.
Set SLAs
Define expected turnaround times for approvals.
Document Reasons
Require approvers to add comments explaining decisions.
Common Use Cases
Discount Governance
Protect margin on heavily discounted deals.- Condition: any product discount ≥ 30% (percentage)
- Approver group: Executives
New Product Launch
Keep positioning and pricing consistent while a product ramps.- Condition: “New AI Feature” is present
- Approver group: Product Team
Legal Review
Catch deals that depart from your standard paper.- Condition: a standard clause has been modified
- Approver group: Legal
Next Steps
Approval Rules
Configure approval rules in detail.
Approval Flows
Understand how flows are processed.