Early-February Product Update

Here's the update we've been working on for the last two weeks.

Approval Workflow (Internal and External)

Previously, approvals that involved customers, vendors, or partners were stuck behind internal logins and manual follow-ups, slowing down deal closure and confirmations.

To solve this, we’ve added approval settings, which can be done internally or externally. External approval workflow allows documents like quotations to be approved via secure email links, no Uphance login required.

Admins control where it applies, users can request approval in one click, and the system tracks decisions, comments, and unblocks or halts next actions automatically.

Click here to learn how the approval workflow works.