QuoteQuilt — Approvals

Approvals

Auto-route required approvals with clear rationale and fast reviewer actions.

Who needs to approve and why. SLA timers highlight overdue requests.

Approver	Type	Status	Rationale	SLA
Morgan Lee Sales Manager (L1)	Discount	Pending	Margin near threshold (31.4% vs 30% floor)	2h 14m
Avery Chen Finance Manager (L2)	Price exception	Pending	Retention Add-on below floor (RET-FLR-002)	58m
Legal Queue Legal Ops	Terms	Not requested	Standard template; no non-standard clauses detected	—

Policy: sending to Proposal is locked while mandatory approvals are pending.

Chronological events with comments and linked artifacts.

Requested approvals

Jamie Daniels • Today 10:18 AM • includes justification + CompetitiveQuote_Nimbus.pdf

View

Comment added

Morgan Lee • Today 10:31 AM • “Can we adjust retention to floor and keep promo?”

View

Reply Open pricing exception

Artifact linked: Price exception

RET-FLR-002 • Affects line: Data Retention Add-on • Today 10:18 AM

Open

Awaiting Finance response

Avery Chen • SLA remaining: 58m

Pending

@mention stakeholder Nudge

Autosaves. Reason codes may be required by policy.

Reason code

Justification (internal)

Use @mentions to notify stakeholders (static preview).

Attachments

CompetitiveQuote_Nimbus.pdf

248 KB • uploaded today 10:17 AM

Internal

SOW_Scope_Outline.docx

Draft • not included in audit yet

Private

Drag-and-drop supported in product; shown as a list for the prototype.

Visibility

Internal-only Included in audit

Audit visibility controls what reviewers and compliance can see later.

When approvals are granted, proceed to Proposal & E-sign.