The Onit Quote Approval App provides an easy way for sales teams to define, manage and track the quote approval process. With automated workflow built in, sales teams of all sizes can collaborate and negotiate the process quickly and get to a closed deal faster. The App automates the quote approval process and provides visibility into the entire process – from opportunity to quote creation to approval and order placement.
The Onit Approval App lets you:
- Create and deliver customer and prospect quotes
- Define and manage the quote approval and negotiation workflow process
- Track the status on each quote and see a complete audit trail of activity
- Collaborate with internal parties and customers throughout the entire quote process
- Keep track of pricing trends for all your products and services
Simple. Intuitive. Affordable.
The Quote Approval App is affordable, intuitive, easy to use, and learn. There is virtually no training to get started.
Gain real-time visibility to all your tasks, projects, and matters.
An iterative review process lets team members collaborate in a shared workspace.
Capture data at the source with powerful forms, questions and checklists.
Workflows are designed to match your unique business processes.
Track quote history across multiple quote revisions and see all activities related to the quote.