Approvals

Route quotes through an internal approval process before they reach the customer.

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.

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.

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.
3. Optionally, move the quote to In Review on submission and Approved on approval — see Quote Statuses and Lifecycle.

Fields useful as approval criteria

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

Field	Use in approval criteria
Discount_Percent__c	Require approval above a discount threshold
Discount_Amount__c	Require approval above an absolute discount value
Amount__c	Require approval above a deal size
Has_Manual_Price_Override__c	Require approval whenever a rep has overridden a price
Quote_Totals_JSON__c	Detailed totals, discounts, taxes and line items from the billing preview

See the object definition 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:

Links from Apex