0
2.3.0
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.
- Enable approval reminders to approvers given configured time, email notifications
- Enable approval escalations to escalated approvers given configured time, email notifications
- Override Approval capability and new user role
- Enable approvers and approval requesters to assign an ad-hoc approver mid-approval cycle
- Enable requesters and approvers to add ad-hoc approvers to specific positions within an approval chain.
- Enable requesters to recall submitted quotes directly from the quote header in the quote workflow.
- Inform requesters of the reason for an approval rejection on the approval step card.
- Enable approvers to delegate approval authority to other users with the Approver ACL role.
- Assign the approval_request_submitter role to partner sales reps who submit approval requests from the Partner Portal.
Plugin: com.sn_adv_appr_mgmt
Plugin name: Advanced Approval Management