Manage

Speed up internal approvals with automation

Unlimited approval rules to make sure nothing goes out before it's ready
Easy automation workflow for reps and approvers so approval isn't a bottleneck
Any combination of fields used as conditions to cover any situation

Automation

Keep everyone in their own lane with granular user permissions

Discount limits to eliminate over-discounting
Content edit permissions to eliminate unauthorized changes to terms or other content
Proposal permissions to let you limit if team members can view/edit each other's proposals

Permissions

Surface insights about proposals, products, and teams with detailed analytics

Saved filters for charts/reports that you need to access regularly
Comparison of metrics across team members for leaderboards
Scheduled reports delivered directly to your email so you don't even have to log in
Products sold and quoted metrics to help with forecasting

Analytics

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