Order & Quotation ProcessingPurpose
1.2 Streamline the process of pricing exception escalation, approvals, and real-time communication between sales, finance, and management staff.
1.3 Reduce manual intervention, errors, and approval cycle time by automatically processing requests, checking policy compliance, and triggering notifications.
1.4 Automate audit trails and document management for all approval interactions related to discounts and special pricing.
1.5 Integrate with ERP, CRM, and communication channels to ensure all actions are tracked and data remains consistent across systems.
Trigger Conditions
2.2 Sales rep requests approval for exceptional pricing via form, app, or email.
2.3 System identifies policy breach or discount threshold exceeded during data entry.
2.4 Management or finance initiates automated periodic audits or random checks.
2.5 End-customer requests custom pricing requiring automated internal escalation.
Platform variants
• Function: Automate approval process flows for price exceptions, auto-assigns to managers.
• Sample: Configure “Approval Process” → Object: Quote/Opportunity → Set Criteria: Discount > 5%.
3.2 Microsoft Power Automate
• Function: Automates retrieval and routing of pricing requests to the right approver.
• Sample: Trigger: “When record is updated” (Common Data Service) → Condition: If discount > threshold → Action: Send approval request to Teams.
3.3 SAP Business Technology Platform (Workflow Service)
• Function: Automates sequential/multistage pricing approvals.
• Sample: Create Workflow → Start Event: Sales Quote Created → User Task: Manager Approval.
3.4 HubSpot Workflows
• Function: Automated quote review and manager notification.
• Sample: Trigger: “Quote Created” → If discount applied → Send internal email for approval.
3.5 Oracle Fusion Cloud (Approvals workflow)
• Function: Automate threshold-based and hierarchical approval chains.
• Sample: Set up rules in “Approvals Management Extension” for Sales Orders.
3.6 Zoho CRM Automation (Blueprints)
• Function: Automates step-by-step process for price review and signoff.
• Sample: Blueprint for Quote → Transition State: “Awaiting Discount Approval.”
3.7 Slack (Workflow Builder + API)
• Function: Instant automate request and approval channel with alert bots.
• Sample: Slack Workflow: “Submit Discount Request” trigger → DM to approvers.
3.8 Google Workspace (Apps Script)
• Function: Automated Gmail/Sheets integration for approvals and tracking.
• Sample: Script to monitor Sheets and auto-email quotes exceeding pricing limits.
3.9 DocuSign (PowerForms + API)
• Function: Automate digital signatures and track document approval status.
• Sample: Create PowerForm for price approval routed to specific roles.
3.10 ServiceNow (Flow Designer)
• Function: Automating pricing exception ticket routing and recordkeeping.
• Sample: Flow Designer → Incoming request triggers Review Task, assigns to finance.
3.11 Pipedrive (Deal Automation)
• Function: Automatedly notifies management and logs pricing requests.
• Sample: Workflow Automation: “Deal moves to Pricing Review” → Notify via email.
3.12 Twilio (Programmable Messaging/Studio)
• Function: Automates SMS alerts for urgent pricing approvals.
• Sample: Studio Flow: Trigger = API Webhook, sends SMS to approver.
3.13 SendGrid (Event Webhook + API)
• Function: Automates personalized internal approval notification emails.
• Sample: API call sends custom HTML pricing alert template.
3.14 Jira (Automation Rules)
• Function: Automatedly creates an approval ticket and tracks status.
• Sample: Rule: “IF pricing label added, create ‘Approval’ issue assigned to manager.”
3.15 Monday.com (Automations)
• Function: Automate request status change and time tracking.
• Sample: Automation: “When column ‘Discount Requested’ is Yes, notify supervisor.”
3.16 Airtable (Automations + Scripting)
• Function: Automate data-driven approval flows across tables.
• Sample: Automation: Trigger on record, update field “Approval Required,” notify via webhook.
3.17 Asana (Rules + API)
• Function: Automate task creation and assignment for approval steps.
• Sample: Rule: “If custom field ‘High Discount’ marked, assign task to finance.”
3.18 ClickUp (Automations/Integrations)
• Function: Automatedly manages approval lists and due dates for pricing.
• Sample: Automation: “When status changes to ‘Needs Approval,’ alert manager.”
3.19 Workato (Recipes)
• Function: Automate cross-application data sync for approvals.
• Sample: “If quote discount > 10%, create approval in SAP, notify Slack.”
3.20 Freshsales (Automations/Workflows)
• Function: Automatically triggers discount review based on quote value.
• Sample: Workflow: “When quote created, if discount, escalate to pricing team.”
3.21 KISSFLOW (Approvals & Workflow)
• Function: Automate custom multi-level approval forms and route logic.
• Sample: Automated form: triggers supervisor, then finance, then director approval chain.
Benefits
4.2 Reduces risk of unauthorized or non-compliant discounts via automated rules.
4.3 Enables managers to approve, reject, or defer requests from anywhere, greatly automating oversight.
4.4 Automatedly captures approver comments and audit trails in system.
4.5 Frees up sales and finance time by automating repetitive approval tasks.
4.6 Improves customer satisfaction through rapid, automated quote turnaround.
4.7 Automates escalation to higher authorities as per policy, preventing bottlenecks.
4.8 Ensures all records are consistently updated and compliant, with automated tracking across platforms.