Approval Workflows
Stop approving deals in email threads.
Route quotes, pricing exceptions, and deal approvals through structured workflows with full product, account, and pipeline context. handify replaces email chains with auditable, multi-level approval workflows for ingredient and chemical sales.
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What email-based approvals cost you
When approvals live in email, deals slow down, context gets lost, and audit trails disappear.
Approvals happen via email forward chains. The manager approving a pricing exception can't see the deal context or product details.
There's no audit trail. When a regulator or auditor asks who approved what, you're searching through old emails.
Deals stall because the approval request is buried in someone's inbox. Nobody knows who's waiting on whom.
Different approval levels (pricing, new account, credit) all use the same unstructured email process.
How handify does it differently
Structured approval workflows with full context, audit trails, and mobile access — built for technical sales teams.
Multi-Level Workflows
Define different approval levels based on discount threshold, deal value, product type, or account tier.
Role-Based Routing
Route approvals to the right person automatically based on rules you define. Regional managers, product managers, finance — each gets what they need to review.
Full Context Review
Approvers see the complete deal context — products, pricing, account health, sample history, and quotes — before making a decision.
Complete Audit Trail
Every approval, rejection, and escalation is logged with timestamp, user, and reason. Compliance-ready from day one.
Mobile Approvals
Managers approve or reject from their phone. Full context available on mobile — no need to be at a desk.
Escalation Rules
Set time-based escalations so approvals don't stall. If someone doesn't respond in time, the request escalates automatically.
Email Approvals vs. handify
Sales context in approvals
Multi-level workflows
Role-based routing
Mobile approval
Complete audit trail
Product context in review
Pipeline deal integration
Not a standalone tool. Connected to everything.
Approval workflows trigger from quotes, pricing exceptions, or deal progression. Approvers see full pipeline and product context.
“Every approval needs context. Stop approving in the dark.”Book a demo
Frequently Asked Questions
Can handify replace DealHub or Power Automate for sales approvals?
For ingredient and chemical sales, handify's approval workflows are purpose-built. They carry full product and deal context — not just a form to approve. Approvers see everything they need to make informed decisions.
Can we have different approval rules for different situations?
Yes. Define rules by discount threshold, deal value, product category, customer tier, or any combination. Each scenario can have different approval levels and routing.
Is there a mobile app for approvals?
Approvals are accessible from any mobile device. Managers see full context and can approve or reject without being at their desk.
How are audit trails maintained?
Every action is logged with timestamp, user, action, and reason. The complete approval history is searchable and exportable for compliance.
What happens if an approver doesn't respond?
You can set escalation rules. If an approval isn't acted on within a defined timeframe, it escalates to the next level automatically.
Is handify a good approval workflow tool for specialty chemical companies?
Chemical sales quotes often require multi-level approval: pricing exceptions need category manager sign-off, export-controlled products require compliance review, and key account deals escalate to commercial leadership. handify's approval workflows carry the full context of each deal — product details, safety data, pricing history, and deal value — so approvers make decisions with complete information. Approval rules route automatically based on product category, deal value, or customer tier, with a full audit trail for every decision.
How do approval workflows work for pharma ingredient sales?
Pharma ingredient sales requires rigorous approval governance: quality agreements, GMP compliance confirmations, and strict pricing control. handify's approval workflows enforce these requirements at the quote level — approvers see the API's full regulatory status, quality documentation, and pricing history before approving. Multi-level routing ensures that both commercial and quality stakeholders review deals that require it, with every approval and rejection logged with timestamps and rationale.
Can flavor and fragrance companies use handify for deal approvals?
Flavor houses and fragrance suppliers often have complex pricing structures — project pricing, tiered volume discounts, confidential customer pricing — that require category manager or commercial director approval. handify's approval workflows let you define exactly who approves what: key account quotes above a threshold, exclusive pricing exceptions, or custom formulation deals. The rep submits the quote with full context attached, approvers review and approve from any device, and the approved quote generates automatically — no back-and-forth email chain.
See structured approval workflows in action
Full context, audit trails, mobile access — no more email chains.
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