Subskribe Approve - Execute complex approval workflows

Name: Subskribe Approve - Execute complex approval workflows
Uploaded: 2024-05-18T09:37:40.000Z
Duration: 2 min 30 s
Description: Subskribe is the adaptive quote-to-revenue platform that unifies CPQ, billing, revenue recognition, and advanced analytics.

Demo Summary

The video shows how Subskribe helps sellers create easy approval workflows. You can set up rules for orders, making sure everything is checked before it’s approved. This tool lets you handle approvals at different levels and customize them for specific needs like payment terms. Admins can assign who can approve orders, and sales teams can see what’s needed for their orders to get approved. Notifications make sure everyone knows what’s happening, and any rejections are tracked. Subskribe makes it simple to manage approvals and helps sales teams work faster and smarter.

AI-Detected Features

Introduction to Subscribe ApprovalsOverview of how Subscribe lets sellers easily configure complex approval rules for seamless order processing.

00:01

Building Approval WorkflowsAdmins use a simple drag-and-drop builder to name, activate, and layer rule groups for robust workflows.

00:12

Custom Rule ConditionsSet rules at the order header or line level and use selectors to target payment terms or order types.

00:33

Assigning ApproversLink each rule to specific users, roles, or groups who can review and approve requests.

00:54

Approval Previews & Audit TrailsSales reps see which rules apply to their orders and past rejections are stored for auditing.

01:16

Notifications & Decision ActionsApprovers get alerts via email or Slack, can comment, approve or reject, and orders revert to draft if rejected.