How to Build a Quote Approval Workflow That Doesn't Kill Your Deal Velocity
A rep closes out Monday with a quote that's 97% done. The customer is ready to move. The only thing holding it up is a manager signature on a 5%...
A rep closes out Monday with a quote that's 97% done. The customer is ready to move. The only thing holding it up is a manager signature on a 5%...
Nothing kills momentum faster than a quote sitting in someone's inbox waiting for approval.
Your deals are not stuck because of pricing. They are stuck because someone is waiting on an approval. And that approval is buried in an email thread.
Quote approvals have been part of Quotivity since day one. From the beginning, it was clear that manufacturers needed real control over their...
Most companies don’t decide to build complicated approval workflows. It just happens.
Quotivity’s approvals were built to handle the real-world complexity of quoting—without forcing admins to maintain an overly complicated ruleset....
Approvals shouldn’t stall because someone has to ask, “What changed?” or “Why does this need an exception?” Starting today, Quotivity can prompt reps...
Discounts are happening. Rules are getting bent. And quotes are flying out the door with minimal oversight because enforcing approvals inside most...
If you’re in Sales Ops, RevOps, or part of a deal desk team, you know this pain: A rep drops a 25% discount to close the deal without any approval....
If you’ve ever felt boxed in by HubSpot’s default quote approvals, you’re not imagining things. Out of the box, you get exactly one rule: every quote...