Products: Workflow Manager
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Depending on the size of your company, you may have dozens or even hundreds of outstanding customer quotes on any given day. Attempting to manage the approval process for these quotes without a workflow system poses serious risks such as major delays or a lack of adherence to business process rules. |
CPQ OnDemand’s Workflow Manager removes these risks by automating key steps in the approval process including notification and tracking based on your unique requirements. As a result, your customers receive faster responses that you know adhere to your business rules.
The Workflow Manager notifies the approvers via email, controls permissions for the items being approved (copy, delete, etc.), and maintains a record of who approved or rejected a given request.
Features and Benefits:
- Ensures adherence to business rules through a predefined approval process determined by each organization
- Preserves profit margins with rules and discount limits – salespeople cannot offer discounts beyond the limits set by the organization
- Speeds approvals with automatically generated email notification that keeps the process moving and ensures effective communication throughout
- Captures all approvals and rejections during the process to ensure all decisions are recorded and documented
- Supports both tiered and parallel approval processes for greatest flexibility
