Flag out-of-policy purchases, check promotion pay, route approvals. Every one is ready to run, and you can adjust it in plain language.
Record deal-to-quote differences for the approval handoff.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Comment on quote PDFs with approved and quoted values.
See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.