Zimit makes approving quotes simple, fast and effective. Dynamically route quotes for approval based on any criteria.
Create a quote and submit for approval — Zimit does the rest. It’s that simple.
Automatically route quotes for approval based on business rules:
Choose single or multi-level approval, and notify multiple approvers at the same time or control the order in which they’re notified. When you’re done, just click to submit for approval. Zimit notifies everyone who needs to review and approve based on your routing rules.
All quotes are accessible from one easy-to-use dashboard, where approvers can:
Upon Approval, Zimit updates CRM and PSA/ERP applications automatically.
Did the quote change after it was approved? Zimit automatically requires that the quote be reapproved.