Workflow & Support

Quotomation’s workflow tools allow you to automate approval chains, assign multiple approvers, and set conditional rules. Permissions can be customized for each step, ensuring smooth approvals even if a user is unavailable. Support is available through email, live chat, and documentation, so your team can focus on closing deals.

Can I automate approval workflows?

Yes, Quotomation allows you to define approval chains, assign multiple approvers, and set conditional rules for automated workflow routing.

What support options are available if I encounter an issue?

Zilverline provides email support, this FAQ, and live chat.

Can I assign different permissions for workflow steps?

Yes, you can control which users can approve by setting their permissions based on role and quote and product margins.

What happens if an approver is unavailable?

All sales managers can approve quotes if a approver is unavailable.