Who can approve what

The four-eyes rule

The account that drafted a message cannot also approve it — the product calls this the “two-person guard”. If you asked for a draft in one session and try to approve it from that same session, you will see a plain note explaining why, not an error: someone else on your team (or you, signed in separately) has to be the one who says yes. A second decision on the same item — for example, if it was already approved elsewhere — comes back as “already decided”, also shown as an information note rather than a failure.

Approving a priced item

Before you can approve a quote that has a price on it, you are asked to confirm its currency — this takes one extra step the first time, then the platform remembers your choice.

Quotes and contracts wait in the same queue

A quote, a contract, or a price study is not a separate inbox — it waits in the exact same Review queue as an outreach draft, under its own tab if you want to narrow the view. A quote or a price study can be reviewed and approved right from your phone, no extra step needed. A contract or a template is different: it is approved on a computer, where the document itself is shown on screen — your phone lets you decline one, but approving it needs the document open in front of you.