0
2.2.3
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
- Approvers can act on approval requests directly from consolidated email notifications by approving or rejecting individual requests or all requests.
- Approval Reminders — Email reminders sent to approvers after a configurable pending period.
- Approval Escalations — Pending approvals auto-escalate to a designated approver after a configurable period, with email notification.
- Override Approval — New capability and user role to bypass the standard approval flow.
- Ad-Hoc Approver Assignment — Approvers and requesters can add an ad-hoc approver mid-approval cycle.
Plugin: com.sn_adv_appr_mgmt
Plugin name: Advanced Approval Management