## Reviewing and Approving Proposals

- Updated on Aug 21, 2024
- Published on May 12, 2022

- 1 minute(s) read

## Reviewing Proposal

To approve a proposal, you must log into the Mobileforce CPQ application. From the CPQ Proposals page, the quotes that require approval has a status of **Pending Approval** (highlighted in yellow in the graphic below).

Click the applicable **View** icon in the **Actions** column to open the proposal, and click the **Approvals** tab to review the quote.

The Approvals tab is divided into three sections:

**Pending Approval Status**  
Lists the description and approval status for the proposal. This information cannot be edited.

**Approval Actions**  
Specify whether the proposal is to be approved or declined, and provide info for the user who submitted the proposal.

**Approval History**  
A historical list of all approval actions regarding this proposal.

Review the approval information to determine whether the proposal should be approved.

## Approve or Decline Proposal

In the comment field, enter the desired information regarding the proposal in the Comment field and click one of the following:

**Decline**  
Decline the proposal and send it back to the user with a status of Declined. User can resubmit the proposal.

**Approve**  
Approve the proposal and send it back to the user with a status of Approved.

**Cancel Approval**  
Cancel a previously approved proposal and sent it back to the user with a status of Declined. User can resubmit the proposal.

**Note**:

Approvers have additional access/control over quotes, that goes beyond the seller's access. For instance, when a quote is submitted for approval, the quote gets **locked** (pending approval). During this time (until the approver takes action) the seller cannot edit the quote (this is by design). However, an approver can still edit and modify this quote.