Quote Approval - Multiple Approvers

Whitend75

We love the new Quote Approval function, but would like to be able to have more than a single approver.  There are several reasons why:

 

1) If the approver is out for an extended time, it would be important for them to easily be able to delegate approval to someone else in their absence so we don't end up with delays in our sales process.

 

2) We would like our quotes to go through an engineering review and approval before going to Sales approval, given the complexity of our solutions.

 

3) There are certain approvals that may need to trigger CEO approval based on whether we are recommending an aggressive pricing approach to compete on an opportunity.  We would like that option in our workflows.

21 Replies
iamathlete
Contributor | Platinum Partner

we definitely need multiple approvers!!