Would you like to refine your management of the progress of sales documents?
Would you like to use workflows with steps and transitions that faithfully reflect your business processes? Do you want step changes to be possible only after validation by authorized persons?
With the "Workflows on commercial documents" app, link your workflows to each document and automate step changes.
Activating the app allows you to :
- Associate a production workflow with each sales document
- Enter a linked progress report for each workflow step
- Use workflow steps in dashboard and analytics queries
Association between workflows and documents
To associate a workflow with a document, when creating or modifying it, select the workflow of your choice in the corresponding section.
Modifying workflow steps
Once the workflow has been associated with the quote, only those authorized to do so will be able to move from one step to the next.
Notion of warning time
To assign an alert time to a workflow step, activate the option in the app preferences, then select the alert time for each workflow step.
For each step, you'll see how long the workflow has been in that step. This will be displayed in red if the alert time has been exceeded.
Automations
Workflow steps associated with sales documents can be used in the automation app to trigger email, SMS, document creation and more.