Still Tracking Quote Approvals in Email? There’s a Better Way

You’ve seen it happen a hundred times:

• A rep sends a quote for approval
  
  
• They CC the wrong person
  
  
• Or miss a required approver
  
  
• Or can’t tell if it was even approved
  
  
• And they loop in Sales Ops to “help push it through”
  
  

Now you’re in the middle of another deal delay—again.

The Problem: Manual Approval Chasing Drains Time and Trust

Every manual approval process leads to:

• Bottlenecks when reps don’t know who to route to
  
  
• Missed steps that risk non-compliant quotes
  
  
• Spreadsheets and inboxes full of “Did you approve this yet?”
  
  
• Sales Ops stuck coordinating approvals instead of optimizing systems
  
  

And when quotes don’t move, neither does revenue.

The Fix: Automated Approval Routing That Just Works

A modern CPQ system handles approvals automatically:

• Approvers are assigned based on criteria you set: region, discount level, deal size, etc.
  
  
• Reps don’t need to guess who to send it to
  
  
• Approvers can respond directly to an email—and it logs the approval
  
  
• Once the final approval is captured, the quote is released automatically
  
  

No more middleman. No more pinging. No more tracking approvals manually.

What Sales Ops Gains

• Time back from chasing quotes and approvals
  
  
• Consistency in how approvals are applied
  
  
• Visibility into where quotes are stalled
  
  
• Confidence that deals are compliant and audit-ready
  
  

You don’t need more approvals.
You need a system that moves with your process, not against it.