ApprovalMax allows to set up multi-step approval workflows for created in ApprovalMax Xero Quotes.
This is how it works:
Quotes are created directly in ApprovalMax.
ApprovalMax starts the multi-step approval workflow as predefined for them in ApprovalMax.
The respective managers get notified that their approval is required, and make their decision.
When all approvals are in place, the Quote status changes to Sent in Xero and the Quote moves to the Approved list.
The Customer receives a Quote and decides whether to accept or decline.
If the Customer accepts the Quote, its status changes to Accepted and the Quote can be copied to a Sales Invoice.
If the Customer declines the Quote, its status changes to Declined.