Overview
This article explains how to configure Approval Conditions for Purchase Pricing fields in the Admin Console. Approval Conditions allow your team to control when Purchase pricing changes require manager approval before generating EasyDocs. If your workflow involves oversight, for example, when discounts fall below a minimum price or when pricing is manually changed, Purchase Pricing approvals help ensure accuracy and compliance.
This guide walks you through how to configure approval rules that are triggered whenever a Purchase Price is edited, discounted, or changed by your team.
What are Approval Conditions?
Approval Conditions is an Admin Console feature under Easydocs → Approval Conditions. It allows administrators to define rules that trigger a manager approval workflow before an EasyDoc (or other document) can be generated or finalized. Each condition specifies:
Type: Lead or Purchase (which object the rule applies to)
Field: The specific field to monitor
Comparator: The comparison operation used to evaluate the field (e.g., less than, equal, or change)
Value: A comparison value when required (Optionally: Compare to the minimum price from a price sheet instead of a literal value)
Enabled state: Toggle each condition on/off
Admins can add multiple conditions and delete or edit them at any time.
How to Set Up an Approval for Purchase Pricing?
Step 1: Open the Approval Conditions
Go to Admin Console → EasyDocs → Approval Conditions.
You will see a list of existing approval rules, if any.
Step 2: Add a new condition
Click Add Condition +.
A new row appears for configuration.
Step 3: Select the Field Type and Purchase Pricing Field
In the new row, choose Type:
Select Purchase to apply to Purchase Pricing fields.
From the Field dropdown, select the Purchase Pricing field you want to protect.
Step 4: Choose a comparator based on the selected Field type
Comparator Options is displayed automatically based on the field type selected:
If the selected field is numeric, the available comparators are:
Less than
Less than or equal to
Equal
Greater than
Greater than or equal to
Change
If the selected field is non-numeric (Examples: Text, Select, Multi-Select, Date, Date Time), the available comparators are:
Equal
Change
From the Comparator dropdown, select the comparator to set up approvals:
Less than: Approval is required when the entered value in the Lead is < the configured Value.
Less than or equal to: Approval required when the entered value is ≤ the Value.
Equal: Approval required when the entered value = the Value.
Greater than: Approval required when the entered value > the Value.
Greater than or equal to: Approval required when the entered value ≥ the Value.
Change: Approval required whenever the salesperson changes the field, regardless of the new number.
Step 5: (Optional) Compare Against Minimum Price
For Purchase pricing fields, you will also see an optional checkbox Compare Against Minimum Price:
If selected, you do not need to enter your own Value.
The system will automatically compare the salesperson’s entered price against the Minimum Price in the Price Sheet.
Approval is required when the salesperson’s entry meets the comparator rule (e.g., lower than the minimum price).
This option works with all six comparators.
The Value field is greyed out if the checkbox is selected.
Step 6: Enable or disable the Approval Condition
After configuring the Approval Condition, toggle Enabled ON to activate it.
Toggle OFF if you want the rule stored but not enforced.
Tips & Best Practices
If the campaign’s approvals_enabled = false, the entire Approval Conditions page will be disabled, and you cannot create or edit conditions.
Use “Compare to Minimum Price” to ensure discounts never go below your acceptable limits without approval.
Numeric fields cannot accept string comparison values: If a numeric comparator is selected, the system will require a numeric Value; entering text should trigger validation and block input.
Multiple approval conditions can be active simultaneously.