Approval rules

Set up approval rules that send Bunny quotes for approval based on quote amount, discounts, products, plans or billing period.

Approval rules are what trigger approval workflows. As a sales rep builds a quote, Bunny checks if the quote triggers any approval rules. This happens every time the quote is updated in the UI.

Approval rule nameLink to Approval rule name section

This should be something very succinct is it will be showed in the sidebar on the quote building as well as on mobile screens when approvers look at quotes.

From and to dateLink to From and to date section

These two fields help with temporary or time-dependent rules.

ActiveLink to Active section

Easily disable a rule that’s not needed for a while.

ApproverLink to Approver section

This approver will be notified when this rule is triggered.

ConditionsLink to Conditions section

Approval rules can have the following conditions and are triggered when all the conditions are met:

• Overall quote amount is greater than X
• Overall quote discount is greater than X
• Any line item diocount is greater than X
• Product X is included in the quote
• Plan X is cinluded in the quote
• A billing period is monthly/quarterly/semi-annual/annual

If you are looking for additional rules, let us know how we can help.