How to set up a Xero Quote workflow in ApprovalMax

How to set up a Xero Quote workflow in ApprovalMax

This is how you can set up a Quote workflow:

  1. In the main menu, select your Organisation and open Approval Workflows under "Workflows and settings":


  2. Click on the Quote workflow:

  3. The first step is Quote creation. Here, you can add users who will be able to create Quotes in ApprovalMax. To configure user rights in case you need to restrict them, click on the  icon:

  4. The next steps are approval steps. Via the  icon, you can add as many of these as you need to represent the number of authorisation levels in your Organisation. Each approval step has its own approval rules. For each approval step, you can add as many Approvers as required. To set up the approval conditions, click on the  icon:
  5. When you’re done with adding Approvers and defining rules for them, go to Approver Condition if you have multiple Approvers for the same Quote and specify if all or any of them need to approve to complete the authorisation in this step:


  6. When all steps and conditions have been set, activate/update the workflow.

    • Related Articles

    • How to create Xero Quotes for approval in ApprovalMax

      To create Quotes directly in ApprovalMax, the respective workflow should be set up and activated. Click on the "+NEW REQUEST" button in the top right-hand corner near your Avatar: In the pop-up window, select the request type from the respective ...
    • How to create Xero Sales Invoices for approval in ApprovalMax

      There are several options for creating Sales Invoices which are then run through the approval workflow in ApprovalMax: Sales Invoice creation in Xero Sales Invoice creation in ApprovalMax Sales Invoice creation in ApprovalMax as a copy of Quote Sales ...
    • How to set up default Quote Terms

      When creating a Quote in ApprovalMax, you have the option to include the Quote's Terms and Conditions, such as payment terms, delivery expectations, warranties, or any other relevant conditions. These Quote Terms provide clarity and establish the ...
    • How can I specify instructions for Xero Quote Requesters?

      An Organisation's Administrator can provide a message that will be shown to Requesters during Quote creation. This is how instructions for Quote Requesters can be set up: Select your Organisation in the main menu and open "Approval Workflows" under ...
    • How to set up Batch Payment approval workflow

      This is how you set up Batch Payment workflow: In the main menu, select your Organisation and open the Approval Workflows page under Workflows and Settings: Click on the Batch Payment approval workflow: The first step is Payment Creation. Here you ...