Sales Quote | Approval process from Sales Quote to confirmed
Overview
This enhanced Sales Quote feature is a configurable add-on that allows bookers or designated contacts to directly approve quotes from an email or via the website. Once approved, quotes convert into confirmed bookings, trigger booking workflows, and reflect on schedules and reports.
🔧 Feature Availability & Configuration
This feature must be enabled by your CourseCo account manager as it is an add-on.
Sales Quote bookings can be created via:
The Website – when someone completes a Sales Quote booking form online
The Admin Interface – when a team member manually creates a Sales Quote booking
You can configure the approval link to be sent to either:
The Booker
The Primary Contact
📧 Email Workflow
1. Sales Quote Confirmation Email / Reminder
Automatically includes a Click to Approve Sales Quote button.
Sent to the configured contact based on setup (booker or primary contact).
2. Click to Approve Experience
When the contact clicks the Approve Sales Quote button, they are taken to a secure Sales Quote Approval Page.
Approval Page Includes:
Booking Summary:
Course Name
Start Date – End Date
Total Price
Mandatory Fields:
PO Number (Purchase Order)
Approver Email
Approval is only completed once both fields are completed and submitted.
📆 Booking Status Flow
Stage | Description |
|---|---|
Sales Quote Created | Whether via website or admin panel, it appears in the Bookings List as Type: Sales Quote. |
Delegate Status | Delegates do not take up capacity. Places are not held. |
Sales Quote Approved | Once approved via the link + form: |
➤ Status | Changes from Sales Quote to Confirmed |
➤ Automations | Triggers standard Booking Confirmation email/workflows |
➤ Schedule | Delegates are now shown on the Schedule and take up capacity |
➤ Financials | Triggers Outstanding Balance and/or Invoice, if configured |
📊 Reporting
Booking Approval Status Report
Available under Reports > Booking Approval Status, showing:
Approval Status:
Approved
Declined
Pending
Approver Email
Date & Time of Approval
✅ Key Points to Remember
Available for website bookers and admin-created bookings.
This is not a confirmed booking until approved via the email link.
PO Number & Approver Email are required to complete approval.
Delegates do not occupy capacity until approval.
Admins can track status and history through the Booking Approval Status report.