Salesforce CPQ quote approval page template
A Salesforce CPQ quote approval page for deal desk and sales operations teams: a multi-tier approval path, blended discount and margin floor fields, triggered approval rules, and a Submit for Approval action. Click through it below, then read the spec the studio writes for it.
The CPQ Quote Approval & Deal Desk template running: Deal desk workspace with multi-tier approval path, margin floor fields and triggered approval rules. Use the link below to open it in its own tab and click through it.
When to start from this template
- Agreeing discount thresholds and multi-step approval chains with Deal Desk and Finance.
- Showing sales leaders what a rep and an approver see before configuring Advanced Approvals.
- Exporting the approval field table and Gherkin scenarios directly into Jira.
What is on the page
Read off the template itself, the way the spec export reads it.
- Highlights panel
- Approval Status, Account, Net Amount, Blended Discount, Approval Tier
- Stage path
- Draft → Manager Review → Deal Desk Approval → VP Sign-Off → Approved & Locked
- Sections
- Approval & Commercial Terms (8 fields)
- Actions
- Submit for Approval, Recall Approval, Preview Quote PDF
- Related lists
- Products, Notes & Attachments, Triggered Approval Rules
The spec the studio writes for it
The user story and the first acceptance criteria, in Gherkin, as they land in Jira or Confluence. 5 scenarios in all; the export has every one.
As a Quote user, I want to open a Quote record and see 5 key details at a glance, run the Submit for Approval, Recall Approval and Preview Quote PDF actions, move the record along its Stage path and work with its Products, Notes & Attachments and Triggered Approval Rules, So that Stage stays accurate without leaving the record page.
# Scenario: Required fields on save Given a user is editing a Quote record When the user saves with any of these left empty: - "Quote Name" in "Approval & Commercial Terms" - "Approval Status" in "Approval & Commercial Terms" - "Assigned Approver" in "Approval & Commercial Terms" - "Discount Justification" in "Approval & Commercial Terms" Then the page shows an error against each empty field And the record is not saved. # Scenario: Moving Stage from "Deal Desk Approval" to "VP Sign-Off" Given the record's "Stage" is "Deal Desk Approval" When the user clicks "Approve Stage" on the path Then "Stage" becomes "VP Sign-Off" And Guidance for Success shows "Required when blended discount exceeds 20%." # Scenario: The "Products" related list Given a user is viewing a Quote record Then the "Products" list is on the page And it says there is nothing to show.
Data dictionary
Every field with the API name it would deploy under.
| Field | API name | Type | Required |
|---|---|---|---|
| Quote Name | Name | text | Yes |
| Approval Status | Approval_Status__c | picklist | Yes |
| Blended Discount (%) | Blended_Discount__c | percent | No |
| Floor Margin (%) | Floor_Margin__c | percent | No |
| Payment Terms | Payment_Terms__c | picklist | No |
| Assigned Approver | Assigned_Approver__c | lookup | Yes |
| Discount Justification | Discount_Justification__c | textarea | Yes |
| Legal Redlines Required | Legal_Redlines_Required__c | checkbox | No |
Make this template yours.
Open “CPQ Quote Approval & Deal Desk” in the studio, change the fields, the path and the branding, then share a link or export the spec and the Lightning page metadata. Free to start: one AI-built page, no card needed. Already have an account? Sign in.
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