WebSource CPQ
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:
- Electronic Quote Approval and Feedback
- Approval Rules
- Approval Likelihood and Sliders
- Approval Audit Trail






