Advanced Approvals uses approval rules to determine which approvers receive an approval request and the email template used to send the requests. When a sales rep submits a record for approval, such as a quote or opportunity, the Advanced Approvals package evaluates the package’s approval rules. If any of those rules meet their conditions, the rule runs, and Salesforce CPQ sends approval request emails to your approvers. Users or user groups with approval permissions in your org can be approvers. Approval chains allow you to send requests to a series of approvers in sequence. The record isn’t approved until all approvers in all chains have confirmed their approval.

When an approval rule runs, Advanced Approvals also makes an approval record for each approver who received an approval request. The approval record includes information about the status of the approval request as it moves through approvers. Both the submitted record and the corresponding approvals have approval status fields allowing admins and sales reps to track their position in the approval process.