Approvals

With approvals, request for proposal (RFP) and request for information (RFI) events are automatically routed to approvers based on specific event data, such as event value, business unit, or category. By automating this process, you ensure that each event is reviewed and approved according to predefined rules, maintaining compliance and efficient workflow management.

How do approvals work?

First, for your company, you will set up one or more automation rules that define when events need to be routed to approvers (e.g., before sending to suppliers or before awarding). Each rule is also based on specific event data, such as event value, business unit, or category.

After setting up the rules, any new events that match the rule criteria will be routed to first defined approver. The event will continue through the list of approvers, ensuring all necessary approvals are obtained before the event goes to the next step in the process (e.g., event sent to supplier or awarded).

Learn more

Set up approvals (Admin)

Approve an event (Approvers)

Review approvals (event owner)