Your rules, enforced everywhere.
Set the rules once, like margin floors, credit limits and spend thresholds, and every quote, order and bill follows them.
- Replaces
- Email approvals, tribal knowledge
- Same record as
- CPQ, Purchase Orders, Vendor Bills
- Built for
- Owners, managers
What it does
Guardrails, not bottlenecks.
Only the exceptions wait for a person.
Margin floors
Quotes below target go for approval.
Credit gates
Orders over limit pause automatically.
Spend limits
POs and bills approved by amount.
Audit trail
Who approved what, and when.
Where it sits
Part of one deal, start to finish.
Rules & Approvals owns the highlighted stages and passes the record on.
- Request
- Source
- Quote
- Approve
- Order
- Fulfill
- Ship
- Bill
- Book
On the same record
No exports. No syncing. No re-keying.
What feeds Rules & Approvals, and what it hands the record to next.
“We stopped juggling six portals and a spreadsheet. Quoting, ordering and billing all happen in one place now, and our team sells more because of it.”
$10M+
sold in under a year
More in Foundation
The rest of Foundation, on one record.
Turn on what you need now. The rest is already connected.
See it on your own deals
See Rules & Approvals on your own data.
We'll connect one of your distributor accounts on the call and quote it live against your real pricing. Thirty minutes, no slides.
$10M+sold by A5 IT in under a year on Provizo.sold by A5 IT in under a year on Provizo, 60% above their previous run rate.