Approval through email

Zilliant CPQ offers direct email approval functionality to support a time-critical approval flow.

Prerequisites

Create an email template with the appropriate subject and body. Read Email templates.

Configure email approvals to include approval rules and conditions

You can configure Email templates to expose approval conditions and rules. This eliminates the need to sign into the system to view details about the quote.

Email approval with attached proposal

You can forward the approval email with an attached .pdf proposal to customers without signing in to the system.

Proposal default pages—such as the cover page and terms and conditions page—are regenerated after the quote is approved. The submitter receives an email notification with the proposal attached.

Custom watermarks

You can configure a Jasper report template to display a custom watermark on the document. You can configure watermarks, such Approved or Not Approved. Read About templates.