Quote Approval Admin

Admin configuration guide for quote approval settings, branded approval emails, tokens, conversion behavior, and dashboards

Use Quote Approval Settings from the Settings app in QA:

https://exodus--vesper.sandbox.lightning.force.com/lightning/n/Quote_Approval_Settings

Admin Surface

Quote approval administration covers:

Surface	Purpose
`Quote_Approval_Settings__c`	Org-level approval behavior and email settings.
`Quote_Approval_History__c`	Submission, review, decision, and email evidence.
`quoteApprovalSettings`	LWC settings editor.
`quoteApprovalDashboard`	Operational approval queue and metrics.
`quoteApprovalReviewAction`	Approver decision action.
`quoteApprovalSubmitAction`	Sales submission action.
`QuoteApprovalSettingsController`	Server-side settings API.
`QuoteApprovalEmailService`	Approval communication.

Settings Fields

Field	Admin meaning
`Enable_Approval_Request_Email__c`	Send request email when a quote is submitted.
`Enable_Approved_Email__c`	Send approved email after decision.
`Enable_Rejected_Email__c`	Send rejected email after decision.
`Enable_Internal_Activity_Notifications__c`	Create/notify internal activity for approval events.
`Processing_Team_Emails__c`	Additional operational recipients.
`Token_Expiry_Hours__c`	Expiration window for approval tokens or external review links.
`Auto_Convert_On_Approval__c`	Convert approved quotes when policy allows.
`Auto_Send_Invoice_On_Conversion__c`	Send invoice after conversion when enabled.
`Button_Color__c`	Approval email action styling.
`Button_Text_Color__c`	Approval email action text styling.

Do not enable auto-conversion or auto-invoice behavior without a QA quote that exercises approval, conversion, invoice, and payment readiness.

Email and Branding

Quote approval emails should use the shared branded email shell. Check Company Branding Settings before diagnosing email layout because approval emails depend on shared brand values.

After changing approval email behavior:

Submit a sandbox quote.
Confirm request email recipients.
Approve and reject separate test quotes if both email types changed.
Use ResendApprovalEmail or ResendThisApprovalEmail to confirm resend behavior.
Verify Quote_Approval_History__c records capture the email activity.

Approval State Rules

Sales users submit through the Quote action. Approvers review through the Quote record, approval list, or dashboard.

Admin rule:

Change	Required validation
Approval email toggle	Submit a test quote and inspect history.
Processing team recipients	Confirm all intended recipients receive the message in QA.
Token expiry	Confirm expired tokens fail cleanly and fresh tokens work.
Auto-convert	Confirm the resulting Sales Order, Opportunity, and payment context.
Auto-send invoice	Confirm invoice creation, recipients, email history, and payment link assumptions.

Dashboards

Use these dashboards after settings changes:

Dashboard	Use
Quote Approval Dashboard	Current pending requests and decision mix.
Quote Approval SLA Dashboard	Aging, bottlenecks, and stale approvals.
Metric Integrity Dashboard	Data-quality issues that can undermine approval metrics.

Common Admin Issues

Symptom	Check
Submission fails before email	Quote validation, required payment plan, item rules, quote status.
Approver cannot review	Permission set group, quote object access, approval action access.
Email looks unbranded	Company Branding Settings and shared email shell.
Email recipients are wrong	Processing team emails, contact email, notification profile, order/quote email settings.
Dashboard counts look stale	Approval history, report filters, dashboard refresh, metric integrity issues.