Collaboration Controls: Streamlined Team Approvals

Marketing, sales, and operations collaborate on the same frequency

The quoting process almost always crosses departments. Collaborative control allows everyone to see the same fact, no longer relying on a long carbon copy chain, and the AI agent automatically synchronizes the context and next action.

Shared workspace

• The page displays sequence status, delivery health and attachments.
• Role permissions protect sensitive columns while allowing comments.

Approval and guardrails

• Checklist before going online to ensure that legal terms, compliance content, and unsubscription logic have been verified.
• Finance can comment on price changes directly in the writing window.
• SLA timer prompts when the next approver needs to respond.

Auditable history

• Each modification has timestamp, user and diff snapshot.
• One-click export summary to facilitate review of activities or RFPs.
• Notification integration with Slack/Teams pushes events but does not leak sensitive data.

AI route

• Decision Minute will be automatically generated based on @mentions and comments.
• Recommended Approvers Automatically matched based on quote size, compliance level or region.
• Risk Warning Remind the manager to intervene promptly when the words deviate from the approved template.