Workflow available before & after saving an offer

Owned by Fiona Hardy, created
Last updated: Nov 29, 2023
1 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.170

Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support

Automated workflow settings can be set-up that trigger:

  • before saving an offer
    and/or

  • after saving an offer

For example - when a change is made to an existing offer, workflow could trigger a pop-up prompt or generate an email or task

This update to offer workflow is in addition to options already available which allow workflow to trigger when a new offer is made and also before and after exchange

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