Quote Approval and Peer Reviews
Approval and Peer Review
|Set approval requirements for your sales reps that require them to obtain approval before a quote can be sent.
Document ApprovalsCreate templates in QuoteWerks to simplify the process of creating quotes or to help introduce new users to QuoteWerks. Creating and using templates is easy, efficient, and only takes a few minutes to set up.
Using Peer ReviewsThis video walks through how to use the QuoteWerks Peer Review to collaborate with other users in your installation. Users can post notes and offer suggestions on the document before it is delivered to the customer..
Have you ever had a sales rep email a quote to a customer that you wished you had reviewed before the customer received it? You have that power within QuoteWerks!
With the QuoteWerks Approval Requirements feature you can require that your sales reps obtain approval from you before a quote can be printed, emailed, or uploaded to QuoteValet.
Per Sales Rep. You can activate the Approval requirement per sales rep, and define under which conditions the approval is required and by who the approval needs to be obtained from.
Per Document or Line Item. An Approval requirement can be triggered on a document or line item level. For example, if any single item's margin is less than 5%, then this quote requires an approval, or if the margin on the entire quote is less than 15%, then this quote requires an approval.
Approval Escalation. When an approval is required, you can specify who is authorized to approve the quote. For example, if the quote amount is greater than 10,000 it requires the single approval from the sales reps manager. If the quote amount is greater than 50,000 then it requires a single approval from an escalated approver such as the CEO. If the quote amount is greater than 100,000 then it requires multiple approvals from escalated approvers such as the CEO and CFO.
There are many different scenarios that can be accounted for.
When used with the optional QuoteValet subscription, the approval features are greatly extended.