---
title: "Portal.io Integration: Auto-Approve and Quote Review"
url: "https://help.psarev.io/en/article/portalio-integration-auto-approve-and-quote-review"
language: "en"
last_updated: "2026-06-26T13:21:56.318Z"
---

# Portal.io Integration: Auto-Approve and Quote Review

After the integration builds a quote from an accepted proposal, one of three things happens depending on your **Auto-Approve Quotes** setting and whether any new products were created.

| **Situation** | *What the Integration Does* |
| --- | --- |
| **Everything matched your existing catalog and Auto-Approve is ON** | *Approves the quote automatically. Rev.io then creates the ticket and any recurring services.* |
| **Everything matched your existing catalog and Auto-Approve is OFF** | *Leaves the quote in Draft. You approve it yourself whenever you are ready.* |
| **The integration had to create one or more new products** | *Always leaves the quote in Draft for review, regardless of the Auto-Approve setting. The quote is flagged so you know to check the new products before approving.* |

| **NOTE:** The integration never auto-approves a quote when it creates new products, regardless of your Auto-Approve setting. Approving a quote in Rev.io is final; it generates the ticket and starts billing. The integration will not bill a client for a newly created product without giving you the chance to review it first. |
| --- |

The **Auto-Approve Quotes** setting only controls the first two situations: whether clean, fully-matched quotes are approved automatically or held in Draft. We recommend leaving it off while you get comfortable with the integration, then turning it on once you trust the matches.