Validating quotes before they are sent to the client ensures compliance and quality of business proposals. This process relies on two complementary permissions that define who can validate quotes and who can send them without prior validation.

🎯 Business Objective: Establish quality control over quotes before sending them to clients, while maintaining flexibility for certain user profiles.

The quote validation workflow relies on two Business permissions:

This permission determines who can validate or invalidate a quote.

• Access Path: Configuration > Furious Configuration > Permission Management > Business
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• Concerned Users: Generally managers, executives, or sales managers
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This permission determines who can send or download a quote without it being validated.

• Access Path: Configuration > Furious Configuration > Permission Management > Business
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• Behavior:

If the user has this permission: they can download and send a quote even if not validated
• If the user does NOT have this permission: they cannot download or send a quote until it has been validated by an authorized person
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When a user creates or modifies a quote:

• The quote is automatically marked as "unvalidated"
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• The actions "Send the quote" and "Download PDF" are blocked for users without the send without validation permission
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⚠️ Note: Any modification made to a validated quote automatically reverts it to "unvalidated" status. It will need to be validated again before sending.

To submit a quote for validation, several methods are possible:

Recommended Method: via quote pipeline columns

• Create a dedicated status column in your quote pipeline (e.g., "To Validate", "Awaiting Validation")
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• Move the quote to this column
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• Set up an automatic alert via the "Quote: status change" event to notify validators
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💡 Tip: By associating this column with the "Quote: status change" event, you can automatically send an email notification to people with validation permission.

Other Method: sticky notes

• Use sticky notes on the quote to indicate a validation request
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Users with the "QUOTE: authorize to validate/invalidate proposal" permission can:

• Validate the quote: it then becomes downloadable and sendable by all concerned users
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• Invalidate the quote: it reverts to "unvalidated" status and cannot be sent
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• Request modifications: via sticky note or comment before validation
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Once the quote is validated:

• All authorized users can send it to the client or download it
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• The quote retains its "validated" status as long as it is not modified
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Quotes marked as "won" are automatically considered validated and can be downloaded and exported, even if the validation workflow has not been followed.

This behavior prevents blocking project creation and the initiation of operational activities.

Case 1: Strict Validation for All Salespeople

• Permission "authorize to validate/invalidate" → Managers + Executives
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• Permission "allow sending without validation" → No one (except managers and executives)
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• Result: All quotes must be validated before sending
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Case 2: Validation Only for Large Amounts

• Permission "authorize to validate/invalidate" → Managers + Executives
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• Permission "allow sending without validation" → Senior salespeople
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• Result: Seniors can send without validation, juniors must have it validated
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• How the "QUOTE: allow sending of proposals without proposal validation" permission works
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• How the "QUOTE: authorize to validate/invalidate proposal" permission works
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• How the "Quote: status change" alert works?
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• How the Quote Pipeline page works?
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• How rights related to transforming a quote into a project work?
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The quote validation workflow allows controlling the quality of business proposals before sending them to clients. Any modification of a validated quote triggers a new validation request. Winning quotes are automatically considered validated and remain accessible to facilitate the start of projects.