Approval Queue

Demo data

Everything CARL has drafted that requires a person to approve before it goes anywhere.

Company context: All Companies

What this module does

Hold drafted quotations, clarifications, acknowledgements and follow-ups in one queue.
Show the full draft, the confidence behind it and the risk of approving it as written.
Allow approve, edit, reject or reassign, with the outcome written to the audit log.
Escalate anything above a configured value to a named approver.

Approving in this prototype updates the demo record only. Nothing is sent to a customer.

Working in this prototype

Demo approvals covering quotation 79308, the Wrekin clarification and the Keyplant follow-up.

No live system is connected

CARL in this module

CARL never approves its own work and cannot bypass this queue.

A named person approves every outbound action, and the name is recorded.