Outcome. The sales manager sees a high-value quote the moment it is created, before it is even sent, instead of finding out about a big deal's pricing after the buyer already has it.
Workflow map
Enrollment, branches and actions at a glance
sales-ops-026
flowchart TD
A[Quote created with amount above threshold] --> B[Notify sales manager]
B --> C[Notify deal owner for visibility]
When to use it, when not to
- UseUse it when a specific dollar threshold reliably separates "routine" from "needs a second set of eyes" for your team, and a manager wants visibility before send, not just at signature.
- UseUse it alongside sales-ops-034 (blocking a quote from being marked ready to send until required fields are filled) if you want the manager notification to double as an informal review gate.
- SkipDo not set the threshold so low that most quotes trigger it; a notification everyone ignores because it fires constantly is worse than no notification.
- SkipDo not use it as your only high-value deal control if you need a hard approval gate rather than a notification; a notification does not stop the quote from being sent, it only informs.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.2 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
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