Approval Process

Automated Approval Processes.

Create an efficient approval process for your proposals. Within ADvendio you can quickly generate any needed business process. Via email notification or Chatter feeds approvals are granted in real-time. And with flexible approval processes for e.g. discounts or revenues you always keep control. Now you can create an approval process which ensures that sales managers can only send out proposals which have been approved by their team leader. Otherwise a ‘draft’ watermark will be displayed on the proposal (PDF). This automation simplifies work for your whole sales team and prevents mistakes. This video shows shows a sample proposal workflow.


10 Nov 2012