P&L approval bridge
Pending P&L creates an approval task on your sales pipeline board — finance sees exactly what needs sign-off.
Industry pack
Team Workflow & ERP Bridge
When P&L moves, quotations award, or approvals stall — Workboard tasks appear automatically. No duplicate data entry between Sales, ERP, and delivery teams.
SLA escalation
When approval SLA is breached, a high-priority Workboard task is raised so nothing sits in queue unnoticed.
Quotation → invoice chain
Awarded quotations spawn invoice prep tasks; approved P&L opens quotation creation — one chain, no re-keying.
ERP & procurement hooks
Purchase orders, production orders, and delivery milestones can trigger workflow tasks for ops and finance teams.