0
2.0.0
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.
- Enables approvers to add ad-hoc approvers to the workflow.
- Consolidate email approval requests for approvers.
- Provide the ability to override an approval step.
Plugin: com.sn_adv_appr_mgmt
Plugin name: Advanced Approval Management