Facilitate approvals with the correct documentation
- Purchase Order Requirement
- Versioning Approval Management
- Tiered Approval
Purchase Order Requirement
Purchase order status can be set to 'Required' so that users cannot approve a quotation without uploading a purchase order document or number. The purchase order document or number is then viewable on the quotes list and can be tracked from quote through to payment.
Versioning Approval Management
Should updated or revised quotes be deemed unacceptable, earlier quote versions can be approved in lieu of the latest version. Once a version is approved however, no other quote versions can be approved.
Quote approval moves smoothly through the channel, from distributor through to end-customer. Upon quote approval, senders are notified and are required to act based on the response to the quote. Depending on the configuration, accepted quotes are automatically invoiced, removing the need for manual intervention to complete an order and receive payment.