An Approver is a Deal Role responsible for approving a Deal before it can move to the Signature stage.
Approvers help ensure that Deals meet your Organization's internal requirements before they are finalized.
Approver responsibilities
During Guided Review, an Approver can:
- Review proposed Terms and Attachments
- Suggest changes, similar to a Reviewer
During Approval, an Approver can:
- Approve the Deal (with an optional comment)
- Request Changes and leave comments for the Deal Owner
If an Approver requests changes, the Deal cannot move to the Signature stage until those requests have been addressed and the Deal is approved.
During Signature, the Approver has view-only access to the Deal.
Approvals are required
Unlike Reviews, Approvals are required.
If one or more Approvers are assigned to a Deal, all required approvals must be completed before the Owner can move the Deal to the Signature stage.
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