Approval Workflows

Making sure the right deals are flowing through your deal desk is a powerful way to grow your business and automating this process lets you grow bigger faster. RevOps is built to allow you to build and scale your approvals process. Build your team structure using Teams, and automate how deals are reviewed and approved by critical stakeholders using Approval Topics and Workflows.

📄️ Creating Workflows

Create your first workflow and start automating your approval process

📄️ Auto-Approval Workflows

Determine what agreements can skip review entirely and be approved immediately upon submission.

📄️ Approval Topic Workflows

Create an approval section on the deal and assign it to the decision makers of a team for review.

📄️ Signature Assignment

Assign different signers from your organization to countersign based on agreement conditions.

📄️ Catch-All Workflow

Ensure that every deal gets routed to an approval team for review

📄️ When do Workflows run?

Workflows run during the deal submission process for material changes

📄️ Reviewing and approving deals

After you create a deal your customer will love, you will need to submit the deal for approval. After submitting the deal, approvers will be assigned and notified your deal is ready for review.