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Activity › Forums › Salesforce® Discussions › Describe key features of advanced approvals in Salesforce CPQ.

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  • Prachi

    Member
    August 9, 2018 at 1:24 PM

    Hello Anjali,

    Key Features:-

    Fulfill Orders Faster 
    Seamlessly generate orders from quotes to quickly get products and services delivered to your customers.

    Flexible for Evolving Customer Needs
    Split quotes into multiple orders, manage future dated orders and modify with point-and-click.

    360-Degree View of the Customer
    Quickly generate contracts with all contract term, pricing, asset, and subscription details.

    Connect to Back Office
    Sync order details to ERP for order fulfillment.

    Thanks.

  • [adinserter block='9']

  • LevelShift (formerly DemandBlue)

    Member
    July 19, 2024 at 7:46 AM

    Advanced approvals in Salesforce CPQ allow for:
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  • Automated & Customized Workflows: Set approval rules based on specific conditions, like quote value.
  • Dynamic Approvers: Assign approvers based on criteria, ensuring the right person reviews each request.
  • Sequential/Parallel Approval Chains: Route approvals to multiple people in a specific order or simultaneously.
  • Streamlined Communication: Send email notifications and configure custom templates for clear communication.

    • Reference link: https://demandblue.com/salesforce-cpq/

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