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Product Info (Approval Workflow)

Using the Approval Workflow Package you can get full control and track history of your key pricing decisions through automated approval workflows. You can also define their rules based on your needs and utilize them across your key pricing processes – quotes, rebates, price lists, promotions, Live Price Grid items.

quote approval steps sample
Figure 1. Example of approval steps for a Quote document

To get started, you can also watch a video introducing Approval Workflow Accelerator and its benefits.

Key Deliverables

  • Definition of approval workflow types and approval steps for each of them

  • Definition of users, user groups or business roles as approvers

  • Definition of conditions to apply in each approval step

  • Full execution of workflow process

  • Workflow history tracking

approval workflow steps definition sample
Figure 2. Example of approval steps definition
approval workflow conditions definitions sample
Figure 3. Example of conditional decisions for approval steps definition
quote approver call for action email sample
Figure 4. Example of email notification for an approver