Flag out-of-policy purchases, check promotion pay, route approvals. Every one is ready to run, and you can adjust it in plain language.
Flag fee or scope changes between approved deals and revised quotes.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Check engagement quotes before clients receive them for signature.
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.