With the help of individual approval processes, for example, quotes that are prepared jointly by internal as well as external teams can be better controlled. appero quote optionally triggers the approval process, which is available as a function in the Salesforce standard, on the basis of predefined criteria.
For example, the following cases are covered:
When a certain percentage total discount is reached.
When the price falls below a certain lower price limit for a specific product
The basic settings for a possible approval process can be made in the "Settings" in the "Admin" tab within the quote editor. Further criteria, e.g. approvals depending on a certain offer amount, can be configured at the approval process itself. This and the associated email notifications are configured on the Salesforce side.
The process described is highly simplified. Please do not hesitate to contact us regarding possible trigger criteria or multi-stage approval processes