By intelligently routing proposals to the right approvers instantly, it eliminates manual handoffs and significantly shortens the deal approval timeline.
Accelerate Deal Approvals
- Automatically determines the correct approval path based on deal size, region, and complexity.
- Instantly routes proposals to the next required stakeholder upon submission.
- Prioritizes high-value or time-sensitive proposals for expedited review.
- Flags standard, low-risk proposals for streamlined, fast-track approval.
Eliminate Workflow Bottlenecks
- Provides real-time visibility into the status and location of every proposal.
- Sends automated reminders and escalations for pending approvals to prevent delays.
- Identifies and reroutes proposals when primary approvers are unavailable.
By systematically embedding compliance checks into the workflow, it ensures every proposal adheres to internal policies and regulatory standards before approval.
Enforce Governance & Policy
- Validates each submission against a centralized library of compliance rules and approval matrices.
- Prevents non-compliant proposals from advancing in the approval chain.
- Flags high-risk deal terms or exceptions for mandatory senior-level review.
- Ensures consistent application of business rules across all proposal submissions.
Improve Audit Readiness
- Maintains a complete, immutable log of all approval decisions and compliance checks.
- Generates detailed, audit-ready trails for any proposal on demand.
- Provides clear traceability for every step in the routing and approval process.
By automating the entire routing and compliance verification process, it frees up sales and deal desk teams from manual, administrative tasks.
Reduce Manual Coordination
- Automates the task of identifying and notifying the correct sequence of approvers.
- Eliminates the need for employees to manually track down proposal status or chase approvals.
- Centralizes all proposal-related data and communication, removing email clutter.
- Provides a single, clear interface for submitting and tracking proposals.
Focus on High-Value Work
- Allows the deal desk to focus on strategic deal structuring instead of process management.
- Enables sales teams to spend more time selling by simplifying the submission process.
- Minimizes time spent on rework by ensuring proposals are correct and compliant from the start.
Manufacturing
Logistics
Real Estate
Retail
Finance
Healthcare
Hospitality
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