Keep deals moving swiftly through the pipeline with this Slack workflow. Your sales team can request approval for proposals and customer quotes and your sales management can quickly approve, right in Slack.
Your sales team clicks on a Shortcut in the sales team channel to kick off the process.
Next, the sales rep is prompted for details and a link to the quote. You can customize the form fields to collect whatever informations that management needs to approve the proposal.
Finally, this Slack Workflow will send the details to reviewers for approval. The approval will get posted to a threaded message in the sales team channel, where sales management will be notified to take action. They'll have Approve and Deny buttons they can use to give their review, and they can chat with the sales rep in the thread. Best of all, no one needs to leave Slack to get quotes approved. This step is powered by Wrangle.
This workflow file can be imported when you're creating a new workflow in Slack Workflow Builder.Download Workflow Template