Q2O/CPQ Workflow Management Features and Functions
Workflow management is the process of assigning and tracking tasks as they are assigned to relevant departments and people. It can determine priorities, task scheduling, and reporting.
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- Unlimited user-defined statuses
- Controls workflow process and the actions performed in the workflow
- Unlimited number of approval rules can be defined by the user
- Unlimited number of approval levels
- Multiple approvers for the same quote
- Any authorized individual from a group of people at a given level in the organization can approve or reject an item
- Generates an audit trail to show where the approval is
- Generates view of all approvals and tasks waiting to be approved from a single UI
- Delegates approval tasks to other users
- Senior personel can approve or reject items on behalf of any subordinate
- Creates notifications
- Notifications are not sent when software automatically corrects errors that do not directly affect the customer
- Dynamically controls the content of notifications
- Conditionally sends notifications based on rules
- Controls notifications' content and recipients based on rules
- Controls who can perform what action
- Any combination of serial and parallel approvals
- Routes orders for review and approval through an automated workflow
- Moves quotes and orders through the workflow within the application or API from another application to create and move quotes and orders through quote/order workflow
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Quoting and Ordering Features and Functions
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