How approvals work

When you build a quote, Bunny will continuously check if the quote triggers any approval rules. When that happens, the affected rules are shown in the sidebar along with a list of the approvers.

A quote that requires approval cannot be shared with a customer and must first complete the approval process, which is kicked off using the Start approval link in the sidebar. During the approval process, the quote cannot be modified.

Bunny uses workflows to drive the approval process via email and you can customize the email messages as well as add other interactions, such as Slack messages.

Reviewing a quote

When an approver clicks the review quote link in the email, a read-only version of the quote is shown. When viewed on a mobile device, the layout will be more compact, but still readable.

The approval page shows a summary of the quote as well as all the line items. Basically the same view as the quote editor. The reasons for the approval request and the chain of approvals are shown in the sidebar.

Rejecting a quote

The approval process continues until an approver rejects the quote. A reason can be provided along with the rejection and the deal owner will receive an email with the reason.