Improved Approval Workflows

How can you use Approval Workflows?

• Flag non-standard terms: Contract language that deviates from your template is routed for review automatically
• Route by requester: Set specific approvers for each submitter, with a catch-all for everyone else
• Share your reasoning: Add a justification when you submit, and approvers see it in the approvals list, Slack, email, or the quote itself

⚙️ Visual setup: Build rules in a flow-diagram editor and get a Slack notification the moment something needs your sign-off.

💰 The goal: Close the gaps where deals slip through unapproved, and help approvers decide faster and with more confidence.

Learn more on our blog: https://blog.alguna.com/approval-workflows/

How to access it? Log into your account and head to Settings > Quotes > Approvals > New Ruleset to get started.