Stop self-approvals and push approved quotes to send

Sales reps miss approvals in Slack, letting owners self-approve and deals stall. This records approval in your CRM and alerts the assigned rep so quotes progress to sending.

Overview

Missed or self-approved quotes in Slack create deal risk and delay sends. This workflow captures approver reactions, records approval in the CRM, and notifies the assigned rep so quotes move to sending without manual chasing. Sales teams report faster response times and fewer missed approvals.

Notable Features

Record approval on the CRM deal
Block owners from approving their quotes
Alert assigned sales rep in Slack