Approvals

Regardless of how complex your approval process is, WebSource CPQ will help you automate it and streamline it.

Anything can be used to trigger an approval, such as:

  • » Exceeding discount threshold
  • » Exceeding gross margin threshold
  • » Selecting non-standard terms
  • » Matching a government entry on a do-not-ship list
  • » Non-standard products

Different approvers may be responsible for different "violations". Approvals can be:

  • » Serial
  • » Parallel

Each approval can be approved by a person or a group of people using:

  • » Any (or) Logic
  • » All (and) Logic

For example, while Bob and Steve must approve Net 60 terms, either Jane or John can approve 20% discount on hardware.

Screenshots

These screenshots show how to automate and streamline your approval process:

Videos