Prelay

We know working through approvals for CPQ can be difficult...

It’s a poor user experience as information is scattered across multiple pages in SFDC, Slack, Email

Notifications don’t provide enough information for approvers to make decisions

Conversations surrounding the approval are happening across multiple channels creating gaps in deal context

- It’s a poor user experience as information is scattered across multiple pages in SFDC, Slack, Email
- Notifications don’t provide enough information for approvers to make decisions
- Conversations surrounding the approval are happening across multiple channels creating gaps in deal context

Today, we’re excited to share a better solution for Deal Desk &amp; RevOps teams! 

⚡ Introducing Prelay + Approvals for Salesforce CPQ

With Prelay + Salesforce CPQ, revenue teams gain the ultimate Approvals experience. This new integration empowers Account Owners and Approvers with:

Centralized Visibility: Quote information, approval statuses, and conversations all in a single view

Upfront Context: Slack &amp; Email notifications enriched with the necessary information for Approvers to make decisions without accessing Salesforce’s clunky interface

Easy Setup: All configured on your existing SFDC approval automations without the need to rebuild workflows

- Centralized Visibility: Quote information, approval statuses, and conversations all in a single view
- Upfront Context: Slack &amp; Email notifications enriched with the necessary information for Approvers to make decisions without accessing Salesforce’s clunky interface
- Easy Setup: All configured on your existing SFDC approval automations without the need to rebuild workflows

To learn more about Prelay’s integration with Salesforce CPQ and how your team can get started, please visit <a href="https://help.prelay.com/en/articles/8313872-how-to-set-up-approvals-for-salesforce-cpq-in-prelay">our Help Center deep-dive</a> or reply here and we'll be in touch.