Introduction to Approval workflow management

You can add the much-needed guardrails to your quoting process using our innovative approval workflow management. With automated approval workflows, you can get rid of unwanted bottlenecks, boost efficiency, and improve your sales team's productivity.

In this section, you can learn to create workflows that automate the approval process with various types of conditions. Also, find out how to create approval workflows based on dynamic fields and clauses in the form-based templates.