0
1.0.0
Australia, Zurich, Yokohama
Standalone Application
This application delivers a comprehensive approval framework to mitigate financial, legal, and compliance risks before items such as quotes reach customers. It enables sales reps to identify when and why quotes need approval and ensure the quotes provided to customers adhere to all company policies and guidelines.
- Enables sales reps to preview, submit, and recall approval requests.
- Enables admins to configure approval types (serial, parallel, hybrid), rules, sequencing, escalations, reminders, notifications, and overrides.
- Empowers approvers to delegate authority and approve/reject via multiple interfaces.
- Tracks detailed approval statuses and history, supports smart re-approvals, and updates approval states accordingly.
Provide end-to-end visibility and control of workflows for approving entities such as quotes.
- Enable sales reps, approvers, and managers to track approval status, steps, sequencing, approvers, comments, and timestamps in real time.
- Automatically manage approval states and edit permissions as approval requests move through Draft, In Review, Approved, and Rejected states.
- Send approvers and requesters email notifications as approval actions are taken.
- Enable approval admins to configure approval conditions and sequencing across entities such as quotes using serial, parallel, or hybrid flows driven by business and compliance rules.
- Preserve approval history across submissions and entity versions (such as quotes) providing a complete audit trail of approval requests and outcomes.
plugin - com.sn_adv_appr_mgmt
plugin name - Advanced Approval for Management