Proposal & Quotation ProcessingPurpose
1.2. Ensure tracked, auditable processing—capturing feedback, signatures, and escalations—with minimal manual intervention in the workflow.
1.3. Enable multiple review tiers and stakeholder input, enforce deadlines, and generate automated communication to all relevant parties.
Trigger Conditions
2.2. Update or edit to existing proposal.
2.3. Receipt of proposal review/feedback.
2.4. Time-based triggers (unreviewed after X time).
2.5. External signal from ERP/CRM or document management system.
Platform Variants
• Feature/Setting: Envelope creation and signature workflow using the "Envelopes: create" API; auto-route for approval/rejection.
3.2. Microsoft Power Automate
• Feature/Setting: “When a file is created” trigger with SharePoint + “Start an approval” action; configure proposal routing.
3.3. Salesforce
• Feature/Setting: Process Builder or Flow for “Proposal object status changes”; trigger email approval or Chatter alerts.
3.4. Slack
• Feature/Setting: Incoming Webhook and “slash command” to post and approve/reject proposals in a channel.
3.5. Google Workspace (Apps Script)
• Feature/Setting: Scripted triggers on Drive file creation to auto-send approval requests via Gmail or Google Chat.
3.6. Monday.com
• Feature/Setting: Automations with “Status changes” and “Approval request” widgets; link to notifications and board updates.
3.7. Jira Service Management
• Feature/Setting: Workflow automation for custom “Proposal Review” issue type; configure conditional transitions and email notifications.
3.8. Zoho Creator
• Feature/Setting: Deluge script to trigger workflow on proposal form submissions and escalate on non-response.
3.9. SAP Business One
• Feature/Setting: B1if integration to trigger proposal approval workflow in SAP based on document entry.
3.10. Asana
• Feature/Setting: Rule: “Task added to Proposal Approval” triggers request for comment and changes status on approval/rejection.
3.11. Zendesk
• Feature/Setting: Ticket form for proposals; automation to route tickets to relevant review group and close/notify on action.
3.12. Airtable
• Feature/Setting: Automations to send approval form on record create/edit, capture approval/rejection via update field.
3.13. Trello
• Feature/Setting: Butler automation “When card added to Proposals list” triggers approval request via email or Slack.
3.14. ServiceNow
• Feature/Setting: Workflow editor for Proposal catalog item; auto-assign reviews and update status fields on approval/rejection.
3.15. HubSpot
• Feature/Setting: Workflow automation: “Proposal stage” property change triggers internal notification and approval form.
3.16. Smartsheet
• Feature/Setting: Automated workflows — when row added, send “Approval request”; status tracked in sheet.
3.17. ClickUp
• Feature/Setting: Automations for “Proposal document added”; triggers task update and approval comment field.
3.18. Notion
• Feature/Setting: API integration for when page created in Proposal database, send teams message for approval/rejection.
3.19. Freshservice
• Feature/Setting: Service request with approval workflow rule; escalate or close on reviewer decision.
3.20. AWS Step Functions
• Feature/Setting: Define state machine for proposal approval with Lambda integrations to decision points and notification endpoints.
3.21. Google Cloud Functions
• Feature/Setting: Cloud Function triggers on new Drive file; sends approval Email/API message, tracks results in Sheets.
3.22. Oracle NetSuite
• Feature/Setting: SuiteFlow; configure workflow for transaction record submission and approval chain routing.
Benefits
4.2. Accelerates decision-making, escalates overdue approvals, and logs all process steps.
4.3. Provides instant notifications, improves transparency, and ensures compliance and record-keeping.
4.4. Enables multi-platform integration, adapting workflow to existing enterprise software and communication channels.