---
title: Enable Auto-Approval on Quotes
description: Allow customers to instantly generate pickup quotes with preset pricing and validity—no dealer approval required.
---
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1. [TOOLBX Help Center](https://support.toolbx.com/)
2. [Quotes](https://support.toolbx.com/quotes)
November 11, 2025
# Enable Auto-Approval on Quotes
### **What is Auto-Approval?**
Auto-approval allows customers to generate and view quotes instantly from your storefront without needing manual price approval by your team. This provides a faster quoting experience for standard products while maintaining control over pricing and expiry periods.
### **Who is this for**
- Dealers who want their customers to create and auto-convert quotes to orders directly on their storefront.
- Available for all dealers through Company Settings › Storefront.
### **Before you start**
Make sure:
- Your company is using the Toolbx-managed quote flow (auto-approval is not supported in ERP-managed mode).
- You have access to Company Settings in Dealer Admin.
- You’ve decided how many days quotes should remain valid before they expire.
### **How to enable Auto-Approval**
1. Go to Company Settings in Dealer Admin.
2. Select the Storefront tab.
3. Under **Quotes**, toggle ‘**Should Accept Quotes Automatically**’ to on.
4. Enter the number of days a quote should remain valid before it expires.
5. Click Save.
This configuration applies only to customer-created quotes that:
- Contain standard (non-custom) products
- Are for pickup only
### **What happens next**
Once auto-approval is enabled:
- Customers can create quotes directly from your storefront.
- When a customer submits a quote, they’ll immediately receive a “Quote is Ready” email.
- The quote becomes available right away in their Customer Portal, where they can review pricing and accept the quote to convert it to an order.
- Pricing is valid until the set expiry date.
- Dealers can still update quotes through Dealer Admin if necessary.
Quotes that include custom items or delivery will continue to require dealer approval through the standard quote flow.
### **FAQs**
**Q: Can I still change an auto-approved quote?**
A: Yes. You can update or edit an auto-approved quote directly in Dealer Admin.
**Q: What happens if a customer adds a custom product?**
A: The quote automatically switches to the dealer-approval flow so you can confirm pricing before it’s sent.
**Q: Does this work for quotes with delivery?**
A: No. Auto-approval applies only to pick up quotes with standard products.
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