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
Flag revised quote terms that differ from the approved deal.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Show deal owners why a proposal was rejected before it goes out.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
Show the current client scope beside quotes sent for approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
Show which customer quotes still need approval before sending.
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.