The symptom
“Quotes and approvals wait for one person”
Automate Quotations, Approvals and Workflows
What it’s costing you
The bill nobody itemises.
- Quotations depend on the one person who knows how to price the work
- Approvals live in chat threads, and nobody can say what was approved when
- The same quotation retyped into the invoice, with a chance to differ
The target operating state
What actually changes.
- 01Pricing logic captured in the system, so a quotation is assembled rather than authored
- 02Approval steps with named approvers, limits and a record
- 03Quotation to order to invoice as one thread, never retyped
Platforms that suit this
“Quotes and approvals wait for one person”
If that sentence sounded familiar, the Health Check maps it properly before anything is bought.