Sales and Order Processing AutomationPurpose
1.2. Ensure compliance, pricing accuracy, and faster customer response by automating routing, approval, and communication tasks.
1.3. Facilitate automated review, multi-level approval, and documentation of quote adjustments and discount authorizations.
1.4. Automate notifications, escalations, and logging for transparent, auditable sales operations.
Trigger Conditions
2.2. Entry of discount greater than predefined threshold.
2.3. Sales rep requests approval for custom pricing via form or portal.
2.4. Emailed purchase request with flagged discount term detected by parsing engine.
Platform Variants
• Approval Processes: Automate routing using Process Builder/Flows with "Submit for Approval" action.
3.2. HubSpot
• Workflows: Automated task assignment and approval emails; trigger via Deal stage change API.
3.3. Microsoft Power Automate
• Flows: Automate approval routing with "Start an approval" and email notification actions.
3.4. Slack
• Workflow Builder: Automate approval request posts to supervisor channel; "Slash commands" for direct approval response.
3.5. DocuSign
• eSignature API: Automated document generation and approval signature workflow.
3.6. Google Workspace
• Apps Script: Automated approval emails and Drive file generation on quote submission form.
3.7. Zendesk
• Triggers/Automations: Automated ticket creation for manual review/discount approval with field-based rules.
3.8. ServiceNow
• Flow Designer: Automate multi-level quote and discount approval chaining; API triggers from incoming sales data.
3.9. SAP Business One
• Approval Procedures: Automate quote and discount chain-of-approval using user-defined triggers and notifications.
3.10. Oracle NetSuite
• Workflow Manager: Automated approval tasks and records status updates for quote/discount processes.
3.11. Twilio
• Programmable SMS API: Automate real-time SMS alert to managers for urgent quote approval actions.
3.12. SendGrid
• SMTP/API: Automate email notifications for pending, approved, or rejected discount requests.
3.13. Jira Service Management
• Approvals: Automate ticket loop for quote and discount requests with approval requirements attached.
3.14. Zoho CRM
• Blueprint: Automate quote approval process with stage-based user actions and notifications.
3.15. Monday.com
• Automations: Automated dependent item status changes; use "When status changes" to trigger approval request.
3.16. Airtable
• Automations: Trigger automated notifications and approval fields on record creation or field update.
3.17. Pipedrive
• Workflow Automation: Email or activity creation for discount approval, auto-update deal status via API.
3.18. Freshsales
• Workflows: Automate approval assignment and status change, API webhook on approval action.
3.19. Outlook 365
• Power Automate Integration: Automate approval request and response tracking via email actions.
3.20. Asana
• Rules: Automate task creation for quote approval and auto-complete tasks on approval submission.
3.21. Trello
• Butler Automation: Automate card movement and alerts for quote approval flows based on label or list change.
3.22. QuickBooks Online
• Workflow Automation: Automated reminders and approval logs for discount adjustments in sales orders.
Benefits
4.2. Automating approvals ensures policy compliance and reduces pricing errors.
4.3. Automated escalations minimize sales bottlenecks and lost deals.
4.4. Improve customer experience with faster, automated responses.
4.5. Automation delivers traceable, auditable, automated records for operational transparency.
4.6. Automator reduces workload for sales managers and support teams by automating repetitive tasks.
4.7. Automatedly route and log approvals for multi-location fencing stores.