> For the complete documentation index, see [llms.txt](https://docs.limio.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.limio.com/salesforce/cpq/quote-approvals.md).

# Approvals

Many teams need a quote to be approved internally — by a manager, or by finance when a discount exceeds a threshold — before it is sent to the customer.

{% hint style="warning" %}
Approval flows are custom work. Limio does not ship a pre-built approval process; the steps below describe how to build one on standard Salesforce functionality.
{% endhint %}

## Using standard Salesforce approvals

`Limio_Quote__c` is a custom object, so it supports Salesforce's standard **Submit for Approval** action like any other object.

1. Surface the **Submit for Approval** action in the Limio Quote record's action list.
2. Define your approval process following the [Salesforce documentation](https://help.salesforce.com/s/articleView?language=en_US\&id=platform.automate_automated_approvals_build_create_a_flow_approval_process.htm\&type=5).
3. Optionally, move the quote to **In Review** on submission and **Approved** on approval — see [Quote Statuses and Lifecycle](/salesforce/cpq/quote-statuses.md).

## Fields useful as approval criteria

The Limio Quote record carries the values most approval rules key off:

<table><thead><tr><th width="270">Field</th><th>Use in approval criteria</th></tr></thead><tbody><tr><td><code>Discount_Percent__c</code></td><td>Require approval above a discount threshold</td></tr><tr><td><code>Discount_Amount__c</code></td><td>Require approval above an absolute discount value</td></tr><tr><td><code>Amount__c</code></td><td>Require approval above a deal size</td></tr><tr><td><code>Has_Manual_Price_Override__c</code></td><td>Require approval whenever a rep has overridden a price</td></tr><tr><td><code>Quote_Totals_JSON__c</code></td><td>Detailed totals, discounts, taxes and line items from the billing preview</td></tr></tbody></table>

See the [object definition](/salesforce/cpq/quote-object-definition.md) for the full field reference.

## Gating the checkout link on approval

If links should only reach the customer once a quote is approved, generate them from your approval flow rather than letting reps generate them from the UI:

{% content-ref url="/pages/HBxQovQ4xK6oprX3BYED" %}
[Links from Apex](/salesforce/cpq/generate-links-from-apex.md)
{% endcontent-ref %}


---

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