Approval rules

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

Approval rule name

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 date

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

Active

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

Approver

This approver will be notified when this rule is triggered.

Conditions

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.