The Nextian Salesforce package does not include pre-defined quote approvals; these must be configured after installation. Nextian quote approvals use the standard Salesforce approval mechanism.
While careful planning is recommended for setting up approval processes (please refer to Salesforce documentation for details), the simplest configuration can be implemented as follows:
- Create a quote approval template (Setup → Email → Classic Email Templates) – this template will be used for notifying the approvers.
- Create approval processes (Setup → Process Automation → Approval Processes), in most cases two separate processes will be required (for automated and manual approvals).
