Quotes & Approvals

Quote sending issues, approval workflow problems, display bugs, and numbering.

Written By Victor Raessen

Last updated 4 days ago

Troubleshooting issues with creating, sending, and approving quotes.

Quote not sending

Symptom	Cause	Fix
Send button disabled/missing	Quote has no recipients configured	Add at least one recipient (contact with email) to the quote
Send button disabled/missing	Quote template is disabled or not assigned	Check the quote has a template assigned and the template is active
Send button disabled/missing	Quote is locked by an active approval workflow	Wait for the approval to complete, or cancel the approval if it was started in error
Quote sent but not received	Email delivery issue	Check Admin > Email configuration. See Email & Notifications.

If an approval is not progressing:

Simple approval: All selected approvers must approve (AND logic). Check if any approver has not responded yet.
Advanced approval: Uses criteria-based routing with up to 10 rules. Only ONE approver per group needs to approve (OR logic). Check that the criteria match the quote's values.
Approver not notified: Verify the approver has a valid email and the approval notification template is enabled.
"No manager found" — The approval rule requires the quote owner's manager, but no manager is assigned. Set a manager for the user at Admin > Users.

Tax not showing correctly — Verify tax settings at Admin > Financial. Check that the correct tax type is selected for the quote.
Images not rendering in PDF — Ensure images use absolute URLs and are publicly accessible. Internal or localhost URLs will not render in PDFs.
Table of Contents missing — The TOC widget must be added to the quote template. Add it from the template editor. See Quote Editor.
Subtotals not displaying — Subtotals require grouping to be enabled in the quote settings.

Duplicate numbers — Quote numbers are auto-generated. If duplicates appear, check Admin > Platform for the numbering format and current counter.
Wrong prefix or format — Update the numbering format at Admin > Platform > Quote Settings.

See Quotes for full documentation.