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Read moreQuote approval workflow
Quotations approved before they reach the customer
Who should sign off on a quotation depends on the business. A small team may only need one person to approve it, while a larger one wants a manager and then finance to check the numbers.
BizFlowSuite builds that approval step into the quotation workflow, so a quote is reviewed before it is released to the customer.
What you get
Approval before sending
Quotations are reviewed before they reach the customer.
One step or two
Single-step approval on Free, manager then finance on Growth and Enterprise.
A second pair of eyes
On Growth and Enterprise, finance checks the quote after the manager has.
How it works
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Create the quote
A salesperson builds the quotation.
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Send it for approval
It goes to the approver, or to a manager and then finance on Growth and Enterprise.
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Release to the customer
Once approved, the quote can be shared.
In more detail
On the Free plan, quotations use a single approval step. On the Growth and Enterprise plans they go through a manager and then finance.
Because approval is part of the quotation itself, nobody has to remember who to ask before a quote goes out.
Questions about quote approval workflow
What approval options are available?
The Free plan has single-step quote approval. Growth and Enterprise plans use a manager-then-finance workflow.
Which plans include manager and finance approval?
The manager-then-finance workflow is included in the Growth and Enterprise plans.
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Try it on the free plan
Two users and 25 quotes a month, no card needed. Upgrade when your team outgrows it.