Blocking a quote

Use the Block outcome to stop a quote in its tracks with a clear message when it violates a hard policy.

Overview

The Block outcome stops a quote and shows the rep a message you write. The rep can’t move the quote forward until the blocking condition is resolved. Use Block for hard policy violations — situations where the quote simply shouldn’t proceed.

When to use it

Reach for Block when there’s no acceptable path forward, not just a caution. Compare it to its softer cousins:

Block stops the quote entirely.
Notify shows a message but lets the rep continue. See Showing a notification.
Require Approval lets the quote proceed once an approver signs off. See Requiring approval.

Steps

Create a Quote Rule and set the conditions that define the violation. See Creating a Quote Rule.
Choose the Block outcome. Select Block as the rule’s outcome.
Write the message. Explain what’s wrong and what the rep needs to change. A clear message (“Quotes can’t exceed a 40% discount — adjust the pricing to continue”) saves a support ticket.
Set it active and save. When a matching quote appears, the rep sees your message and can’t continue until the condition no longer applies.

Example

To enforce a maximum discount: set a condition for the quote’s discount exceeding your ceiling, choose Block, and write a message telling the rep to bring the discount back within policy.

Tips

Make the message actionable — tell the rep how to fix it, not just that something’s wrong.
If you want the quote to proceed with a sign-off instead of being stopped, use Require Approval rather than Block.