Use cases · Finance
Hold quotes with a big discount for approval
Your limits on price, kept by the Agent and by everyone else.
- Best for
- Owners who let others quote.
- You give it
- The largest discount, the lowest price, and who approves above them.
- Where it runs
- App
- Needs
- Any plan with the module on.
How it runs.
- Set the limits and an approval rule.
- The Agent drafts within them; a quote over the discount waits for the person the rule names.
You get
Quotes inside your limits, and the ones over them in Approvals.
You decide
The approver the rule names.
More for financeFor finance teams
- Control & auditRoles, access, approvals, auditWhere this lives
- Invoice an accepted quoteThe invoice from the quote your customer accepted, in full or in parts.Chat · App
- Match one payment to its invoicesOne transfer, several invoices, each marked paid or part paid.Chat · App
- Chase late payments, one reminder per invoiceEvery overdue invoice gets its own reminder, from your own address.Chat · App
Give the Agent this job.
Start free, and see the result wait for your yes.