Close Fast. Close Compliant.
Speed is essential in sales, but not at the expense of profitability. The Approvals & Contracting engine ensures that every quote leaving the building is financially sound and legally binding. It replaces endless email chains with automated workflows and instant digital signatures.
A. The Approval Dashboard
Your Deal Control Center.
For Sales Managers and Finance teams, this is the command center. Instead of digging through inboxes for “Urgent Approval Needed” emails, everything is centralized.
- Pending Requests: View a clear list of all quotes waiting for your sign-off.
- Context at a Glance: See Who is asking, Who the customer is, What the discount is (e.g., “30% off List”), and Why (e.g., “Strategic Logo – End of Quarter”).
- One-Click Action: Approve or Reject (with comments) instantly. The sales rep gets a notification immediately.
B. Automated Approval Workflows
Smart Rules for Smart Deals.
Stop manually reviewing every standard quote. Let the system handle the routine, so managers focus on the exceptions.
- Trigger-Based Logic: Configure rules that automatically route proposals based on risk:
- Green Lane: “Discount < 10%” $\rightarrow$ Auto-Approved.
- Yellow Lane: “Discount 10-25%” $\rightarrow$ Manager Approval Required.
- Red Lane: “Discount > 25%” OR “Payment Terms > Net 60” $\rightarrow$ VP of Sales + Finance Approval Required.
- Parallel Approvals: Need Legal and Finance to sign off? The system sends requests to both simultaneously to save time.
C. E-Signer Workflows (The Final Mile)
From “Verbal Yes” to “Signed Contract.”
The deal isn’t closed until the ink is dry. Revspire includes a native E-Signature tool (or integrates with DocuSign/Adobe Sign) to capture legally binding signatures.
- Send for Signature:
- Select the approved Proposal PDF.
- Add Signers (e.g., “John Doe – CEO”).
- Place Signature Blocks (Date, Name, Signature).
- Send.
- Tracking: Watch the status change in real-time: Sent $\rightarrow$ Viewed $\rightarrow$ Signed.
- Audit Trail: Once signed, a “Certificate of Completion” is generated, proving who signed, when, and from which IP address.
D. Contract Versioning
Manage the Redlines.
Enterprise deals often involve back-and-forth negotiation on legal terms.
- Revision History: If the customer asks to change “Clause 4.2,” you create a new Contract Version.
- Compare: See exactly what changed between Version 1 (Standard Terms) and Version 2 (Custom Terms).
- Final Lock: Once terms are agreed, lock the document so no further edits can be made before signature.