When to use pricing workflow
Implement a Pricing Workflow when multiple team members handle pricing or when you want to reduce missed approvals.
A practical example of pricing workflow
For example, Lina follows a workflow where she first records client goals, then drafts an estimate, seeks internal review, sends the proposal, and finally logs the invoice in her accounting tool.
How it applies to Ideoreto
Use this reference when preparing a project introduction or explaining your work on Ideoreto. Registration does not guarantee work, collaborators or funding.
Key takeaways
- Confirm the workflow lists a distinct approval stage before proposal delivery.
- Verify it includes a final invoicing step linked to a tracking system.