Quote Management
Automation Rules
Create rules that automatically accept, decline, or send quotes based on total, discount, or quantity.
1 min read
Last updated July 6, 2026
Navigate to Automation Rules to create rules that automatically respond to quotes.
How It Works
When a quote is saved, the app checks your rules in order. The first matching rule wins.
Creating a Rule
Name the rule
Give the rule a name.
Set the condition
- Field: Grand Total / Discount % / Total Quantity
- Operator: less than / greater than / less than or equal to / greater than or equal to / equal to
- Value: a number
Set the action
- Auto Accept: automatically marks the quote as accepted
- Auto Decline: automatically marks the quote as rejected
- Auto Send: automatically sends the quotation to the customer
Enable the rule
Turn the rule on to start applying it to new quotes.
Example Rules
- If Grand Total > 10000 → Auto Send (flag high-value quotes for review)
- If Grand Total < 100 → Auto Accept (auto-approve small orders)
- If Total Quantity > 500 → Auto Send (flag bulk orders)
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