The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
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.
Mark approval gaps on quotes before handing them to the sender.
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.