CPQ Auto approvals by system in approval flow
Business scenario: Approvals are triggered when sales rep reduces the discount more than 10%. This logic is applicable for all configurators and quick adds.
Requirement: Business will define a new sub-layer threshold for specific configurators (20%). Sales rep adds lines and provides discount of 20% for a configurator. On Submit, quote moves to Quote Pending Approval. Then system will analyze the lines and AUTO approves the configurator line and there by the quote. Quote moves to Approved.
After the quote moves to Quote Pending Approval, we need to trigger a logic to check the lines and move the quote to Approved. IF there is at least one line which does not satisfy above condition, quote moves to manual approval. There is automation required here in Quote Pending Approval. Also, email should trigger to approvers only when manual approval is required.