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Flexible Approvals
Flexible Approvals
Define thresholds for discount, margin, and deal size to trigger review automatically. Reps see issues during creation, managers approve with full context, and cycle times shrink.
Flexible Approvals
Flexible Approvals
Define thresholds for discount, margin, and deal size to trigger review automatically. Reps see issues during creation, managers approve with full context, and cycle times shrink.
Flexible Approvals
Flexible Approvals
Define thresholds for discount, margin, and deal size to trigger review automatically. Reps see issues during creation, managers approve with full context, and cycle times shrink.
Custom approval rules
Set criteria by field or formula so governance is built-in, not bolted on. Route to pools or specific approvers to match org structure.
Streamlined manager review
- Line-item deltas and rationale shown at a glance.
- Comment threads clarify decisions and next steps.
- Mobile approvals keep momentum off-desk.
Real-time rep feedback
Inline warnings highlight violations before submission. Guided fixes help reps adjust discounts or terms without guesswork.
Governance you can audit
Time-stamped logs
Preserve who, what, and when for every decision.
Version history
Compare quote iterations and recover prior states.
SLAs & escalation
Reassign or notify leadership when deadlines near.
Scale across segments
- Team-specific thresholds for SMB vs. Enterprise.
- Regional rules for currencies and taxes.
- Seasonal policy changes with effective dates.
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Frequently asked questions
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