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Approve Center

Prosoft CRM 
  • Approval can be done in more than 1 level.
  • Approve Substitute can be set.
  • In case if there’s more than 1 level of approval, after the first approver has approved system will send e-mail to the next approver to make him/her aware of it immediately. 
  • You can approve documents from menu ‘Approve Center’ to reduce time.
  • You can check the documents that you want to approve in ‘Approve Center’.
  • You can select views of Quotation if you want see the documents which are waiting for approval or the ones that have been approved already.
  • After approving, system will display the status ‘Approve’ to let the sales person knows immediately for further sales process.