Product Info (Approval Workflow)

Owned by Jana Volencová (Deactivated)
Dec 20, 2023
1 min read

Using the Approval Workflow Package you can get full control and track history of your key pricing decisions through automated approval workflows. You can also define their rules based on your needs and utilize them across your key pricing processes – quotes, rebates, price lists, promotions, Live Price Grid items.

Figure 1. Example of approval steps for a Quote document

To get started, you can also watch a video introducing Approval Workflow Accelerator and its benefits.

Key Deliverables

  • Definition of approval workflow types and approval steps for each of them

  • Definition of users, user groups or business roles as approvers

  • Definition of conditions to apply in each approval step

  • Full execution of workflow process

  • Workflow history tracking

Figure 2. Example of approval steps definition