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Tender separates preparing work from reviewing and authorizing it. Requests appear in the Approval inbox with their type, related opportunity, requester, and current status.

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Approval types

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Available roles

Roles define what the system permits. Your internal policy may require additional approvals or financial thresholds. Document those rules in the company profile and do not rely on a role name alone.

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Process an approval request

1

Open Approvals

Use the pending count in the Tender navigation to find open requests.
2

Open the opportunity and version

Confirm that the request points to the intended proposal, price, or package—not an older revision.
3

Review evidence and risk

Check uncovered requirements, open comments, exceptions, and deadlines.
4

Approve or reject with a reason

When rejecting, state what must change and who owns the correction.
5

Verify the next workflow state

Return to the opportunity and confirm that the expected next action is available and no unintended external action occurred.
Small teams may assign more than one role to the same person, but retain a second review before pricing or submission whenever possible.
Approval in Tender does not by itself grant legal authority outside the system. The approver must be authorized under your company’s formal delegation policy.

Next: submission package

Freeze the package, run the sandbox check, and understand external-submission boundaries.