What is it?

Customers can now set up sequential quote approvals so that just one person needs to approve at each stage even if there's multiple approvers per stage.

For example:

• Stage 1: Either Person A or Person B can approve.
• Stage 2: Either Person C or Person D can approve.

Why does it matter?

This gives customers more flexibility in how they set up their quote approvals. Today, if a step has multiple approvers, everyone needs to approve before the quote can move forward. With this change, customers can choose whether everyone needs to approve or if just one approval is enough to move the quote forward.

How does it work?

Navigate to Quotes → Settings → Approvals → Advanced Approvals.

• - We've removed the Sequential option from the Start Approval Flow step in workflows. You'll now only see Any and All.
• - If you want to set up sequential approvals, just assign an order to your approval steps.
• - Once you set an order, we'll automatically treat the approval process as sequential with approvals moving through each step in that order.
• - In the Start Approval Flow step, you can choose whether Any or All approvers need to approve at each stage.

Who gets it?

Revenue Hub Enterprise