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Workflow Approvals
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Attempting to manage the approval process for quotes without a workflow system poses serious risks such as major delays or a lack of adherence to business process rules. Eliminate errors and bottlenecks in the approval process to ensure you can deliver the products and services you promised to your customers with no unpleasant surprises. |
CPQ OnDemand’s Workflow feature 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.
Features and Benefits:
- Ensures quotes and proposals receive the proper authorizations before they are shown to a customer
- Guarantees that proper margins are preserved. Salespeople cannot offer discounts beyond those that the organization has approved without receiving approval
- Increases efficiency through automated notifications and enhanced communication to keep the approval process moving
- Provides 100% tracking for all quotes through automated record keeping of every workflow decision for every quote
- Supports both tiered and parallel approval processes for greatest flexibility
