What is approval workflow ?

An approval workflow is an automated process that routes documents or requests through defined stakeholders for review and sign-off.

An approval workflow automates the process of routing quotes, contracts, or discount requests to the right stakeholders for review and approval before they are finalized. It reduces bottlenecks and ensures compliance with internal policies.

Example: When a sales rep offers a discount above 20%, the deal is automatically routed to their manager and the finance team for approval before the quote is sent to the customer.

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