Check whether a quote is cleared to be sent for signature.
Compare quote lines with approved rates before deciding.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.
Check deal concessions against the latest customer-approved terms.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
Flag quote approvals that need a deal desk review.
Your sender can see whether a quote has cleared internal review before it goes to a customer. Missing sign-off stays on the document for follow-up.
Verify buyer purchase orders before clearing quotes for signature.
Know whether a buyer order matches your sales quote before the quote goes out for signature.
Approve eligible quotes and flag any over-limit lines.
Your sales team gets a clear quote decision, with the exact line to fix when a discount exceeds the limit you set.
Check quote dates and terms before commercial signoff.
Your quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.