Start with quote anatomy
List every field used in the quote: client, product, service, costing basis, tax, freight, discount, validity, terms, and margin.
Mark which fields are entered, calculated, approved, copied from master data, or manually edited.
Define approval triggers
Approval logic should be based on the real business rules: margin threshold, discount level, deal size, product type, client category, or exception note.
Build the control layer
The final system should preserve quote revisions, approval comments, PDF output, client history, owner follow-ups, and dashboard visibility.