Docs

Approvals & Inbox

Managing the internal review process for high-value estimates.

Use Case Team Management

Scenario: Manager Vacation

When the primary approver is away, you need to ensure high-value estimates (e.g., > ₹5,00,000) don't get stuck.

1. Delegated Access (Admin) 2. Review via Mobile 3. Quick Approval

Approval Inbox

When an estimator submits a proposal that exceeds their authorized limit, it appears here.

Review Process

  1. Notification Received

    You receive an email and a dashboard alert: "Estimate #1234 requires approval".

  2. 2

    Review Details

    Click to view the full PDF draft. Check margins, product availability, and discounts.

  3. 3

    Decision

    Approve: Estimator is notified and can send to client.
    Reject: Send back with comments for revision.

Notifications

Trigger Event Recipient Method
Estimate Viewed Estimator Email
Approval Requested Approver (Manager) Email + Bell Icon
Estimate Signed Estimator + Admin Email