Check whether a quote is cleared to be sent for signature.
Keep quote approvals aligned with the current price sheet.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.
Keep quote handoffs from moving past missing approvals.
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.
Keep quote approvals moving when buyer orders match.
Know whether a buyer order matches your sales quote before the quote goes out for signature.
Clear quote approvals by checking offer dates and customer terms.
Your quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.