Use cases · Owners
Approve a large order before it is confirmed
Anything over your amount waits for you.
- Best for
- Owners who let others buy.
- You give it
- The amount.
- Where it runs
- App
- Needs
- Any plan with the module on.
How it runs.
- Set an approval rule on purchase orders over the amount.
You get
Orders over it confirmed only on your yes; the same holds for any act a rule names.
You decide
You, or whoever the rule names.
More for ownersAll use cases
- Control & auditRoles, access, approvals, auditWhere this lives
- Clear a morning's paperwork in one requestThe quote, the order, the reminders and the number, waiting for one yes.Chat · App
- Get a morning brief of what needs you firstEvery weekday, the deals due and the customers waiting on you.Mini
- See how the month went, and keep the chartAsk in words; get the number, the chart, and the records behind it.Chat · App
Give the Agent this job.
Start free, and see the result wait for your yes.