---
title: "Price Quotes > Price Quote Approval"
canonical: "https://technology.bytangram.com/space/TGKB/400228407/Price%20Quotes%20%3E%20Price%20Quote%20Approval"
format: markdown
---
In WorkBook an automated **price quote approval process** can be configured to send notifications to selected users for their approval. 

Whether your company has a price quote approval workflow in place or not, the steps below will either approve the price quote or trigger the approval process. 

> Macro (scroll-ignore)
> 
> > 📝 Refer to [https://tangram.atlassian.net/wiki/spaces/TGKB/pages/381223047](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/381223047) to see how your system settings can impact how price quote data in different statuses is displayed throughout WorkBook.

| **ON THIS PAGE YOU WILL FIND:** |
| --- |
| > Macro (toc) |

---

## INTERNAL APPROVAL 

- When you are ready to submit your price quote for approval, you can choose either options below to submit the price quote for approval:
  - Option 1: go to the **price quote header **and click on the button ‘approve price quote'
  - Option 2: go to the **price quote status** (on the left-hand upper corner of the price quote) and change it to **“for approval”**
- This will lock the price quote for further editing. To make further changes to the price quote, the status must be changed back to **“under preparation”**

![image](media://5641e649-756f-4dd2-bdd9-305728187495)

> 📝 With either of the options mentioned above,
> 📝 
> 📝 - If there is a price quote approval process defined and you are not the approver (or it is required more than 1 approver), WorkBook will always put the price quote status into ‘For approval’
> 📝 - If there is no approval process defined, WorkBook will put the status straight to ‘Approved internally’.

- The **“for approval”** status will send a notification to the relevant person/s WorkBook inbox to alert them that a price quote is awaiting their approval
- Once the price quote has been approved, a notification will be sent to the project manager’s WorkBook inbox and the status will automatically change to **“approved internally”** meaning it can be sent to the client for approval

> Macro (scroll-ignore)
> 
> > ℹ️ See instructions for exporting the client facing price quote PDF file here: [https://tangram.atlassian.net/wiki/spaces/TGKB/pages/389644310](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/389644310)

---

## EXTERNAL APPROVAL

### CLIENT APPROVES PRICE QUOTE 

- Once the client has approved the price quote, change the status to **“approved externally”**

![image](media://8d6dc217-0912-4cc6-8655-51c7e89e8367)

### CLIENT DOES NOT APPROVE THE PRICE QUOTE

- If the client does not approve the price quote, change the price quote status to **“canceled”**

![image](media://5d55d858-028e-46f1-a63f-5f0fe99df2ae)

- If the job does not progress any further, also change the **job** status to **“ready for closing”**

![image](media://5035a5fa-ae5a-475c-90f1-858fcd8b88f4)

---

> Macro (scroll-ignore)
> 
> ### Related articles  
> 
> 
> > Macro (contentbylabel)