Send quote approval request email to internal approver
Send quote approval request email to internal approver
Your quote recaps arrive without an approval step, leaving sales unsure whether to send proposals to clients. Get a clear validation email to approvers so the proposal is finalized same day.
Workflow preview:
Zap details:
Overview
Stop waiting on manual sign-offs for quotes; this flow compiles the quote, context, and notes into a single approval email and sends it to your approver the moment a recap is submitted. That means approvals land within minutes and proposals can be sent to clients same day.