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Workgrid Software Salesforce Integration

Quote Approvals App Details

Accelerate quote approvals with one-click!

Sales quote approvals

Accelerate the approval process by enabling managers to view and sign off on sales quotes from within Workgrid. Plus, automatically notify quote submitters when there is a status change to their request.

  • Submitters receive the following notifications (as applicable): quote pending approval and quote approved/rejected.

  • Approvers receive the following notification: quote approval request, which includes quote details, approve or reject actions, and a comment input.

Sales Approvals for Salesforce

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[asset] IT-Workshop-Use-Cases