- Introduction
- Advanced Reporting
- Auto-Email
- Bundle Management
- Contact Manager integration
- Courier integration
- Customer-specific Pricing
- Document Digital Signing
- Door Management
- Exchange Rate Lookup
- Microsoft Business Central
- Microsoft CRM Contracts
- PDF Conversion
- Peer Reviews & Approvals
- Price Rounding
- Postcode Address Finder
- Purchase Order Tracking
- QuoteWerks Avalara Avatax
- QuoteWerks ChargeLogic
- QuoteWerks DDI System
- QuoteWerks Excel Reporting
- QuoteWerks FedEx & UPS
- QuoteWerks HTML Email
- QuoteWerks Line Item Sort
- QuoteWerks Monday.com
- QuoteWerks Opt Item Import
- QuoteWerks PO Tracking
- QuoteWerks Price Uplift & Drop
- QuoteWerks Sage 50 Canada
- QuoteWerks Sage 50 Stock
- QuoteWerks Scripting
- QuoteWerks ServiceNow
- QuoteWerks TASBooks
- QuoteWerks TechData (C2000)
- QuoteWerks Unleashed
- Repair Management
- Resource Management
- Sage 200 Discounting
- SalesForce & Pegasus Opera
- Servicing Management
- SugarCRM & Roster Manager
- T-Cards Online
QuoteWerks Document Approvals
For use with: QuoteWerks v4.0 build 17 to v24.0 build 4.16
About the User: This project was commissioned by a client who provides
infrastructure and security equipment and services. Due to the complex nature of some of
the projects which they are engaged in, they maintain a strict peer review process to
ensure that all quotations sent out are accurate in terms of both content and pricing.
Project Brief: While the QuoteWerks ‘out of the box’ Approvals
process went some way towards systemizing their review process, it did not completely meet
their requirements. Our brief was to provide a solution which would systematically
enforce a review process so that all Users were forced to have the quotation reviewed
by a peer before it was allowed to be released to the end customer.
Features:
- Maintenance of various Rules at both Document Header and Line Item level. For example: flag if the Document has a value greater than £100,000; flag if a Line Item with a Category of ‘Service’ is less than £50.
- Maintenance of Users to categorise them as ‘Peer’, ‘Escalated’ and/or ‘Executive’ Reviewers.
- Assigning Rules to Reviewer levels such that a Reviewer of the highest level Status must sign-off a Document before it is allowed to be released to the end customer.
- Allowing the User to view a quotation in document form but preventing the User from emailing, printing, saving as PDF or converting the document until it has been through the Approvals process. (Functions allowed depend on User permissions.)
- Allowing the User requiring an Approval to send a semi-automated email notification containing details of the Rules that have been flagged.
- Allowing the User providing Approval to send a semi-automated email confirming that the document has been signed off.
- Re-executing the Approvals process if the QuoteWerks Document changed between it being signed off and the User trying to email, print, save as PDF or convert it.
- Logging when Documents have been Approved and by whom.
- Various configuration options for Rule and Approver maintenance plus templates for the Approval requests and sign-off emails.
Benefits:
- The ability to set any number of incredibly granular Approval Rules which must be met before a quotation can be released externally.
- Enforcement of a strict Approvals process to ensure that Customers always receive complete and accurate quotations.
- The ability to configure User-by-User which functions they can and cannot perform before their document has been through the Approvals process.
