Approve It
accblogger
2018-02-01T16:36:08+00:00
Software for the entire quote to cash process. Approve It verifies client approvals and centralizes quotes. A simple workflow makes it easy to go from quote to signature to invoice.
-
Quickly create a quote with costing data
-
Email for approval directly from the system
Client Approvals
The email will be delivered directly to your client’s inbox. They can review the quote details and request changes by email or approve right from the body of the email. Their approval triggers work orders delivered to field staff by email and Accord field service app.
-
Clients receive quotes and approve with one click
-
Work orders auto-created and routed to field staff
-
Approval and status notifications sent to clients and management
Close and Invoice
Field staff receive tasks on the go so they stay productive. Plus, auto-invoicing makes billing faster for accounting.
-
Work orders closed in the field using Accord
-
Closed work orders auto-sent to invoicing
-
Completed work ready for payroll integration
