Your role decides what you see and what you can sign off. A rep builds and sends quotations, a manager clears the first approval step, and finance clears the second before an order reaches fulfilment and billing.
Rep
Builds quotations
Manager
Approves step one
Finance
Approves step two
Runs entirely on this machine. No external services.
DealFlow360
Create an account
Standard credentials, no email confirmation needed.