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Administration Module Approval Module
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Approval Module

Handle the complexities of the discounting and pricing approval process, including coast and margin analysis. Ensure proper pricing mechanism is in place for the appropriate user community, whether inside sales, outside sales, specific channel partner or consumer self-service. Controls can limit the ability to generate discounted quotes and proposals until the approval request has been approved or modified by appropriate level(s) of management

  • Approvals are initiated from person generating quote

  • Email notifications to all approval participants

  • URL link to quote needing approval

  • Multi-level approval structure to address unlimited approval hierarchy

  • Approved quotes can be generated, converted to orders immediately

  • Limits defined at the user, user group or combination level

 

 


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