Skip to main contentYou have a large or growing sales team and want more control over the quotes being created? Hyperline allows you to add an extra approval step before a quote is sent to a customer for signature.
Approval permission
Hyperline provides a dedicated quote approval permission. When a user without this permission creates and validates a quote (from the UI or a CRM), the quote moves into a Pending approval state and requires another user with the approval permission to approve it before it can be sent for signature.
If the user creating the quote has the approval permission, the quote is automatically approved and can be sent for signature directly.
All users with the quote approval permission can approve quotes, regardless of the quote owner or its content.
Learn more about user roles & permissions.
Approval notifications
By default, Hyperline does not notify all users with the quote approval permission when a quote requires approval, as this is often tied to your internal processes.
However, you can set up dedicated notifications (email, Slack message, etc.) using external workflow tools like Zapier or custom code.
Hyperline provides a dedicated webhook event — quote.approval_requested — triggered whenever a quote is saved and requires approval.
Custom approval flows
Depending on your internal process, you may need more advanced approval logic (multi-step approvals, team-specific rules, etc.).
You can build this using the quote.approval_requested webhook event. We recommend that you:
- React to this event using an external workflow tool (like Zapier) or your own backend service.
- Call the approve quote endpoint to programmatically approve the quote based on your logic and rules.
