Workflow Automation for Enquiries, Quoting, Approvals, and Follow-Ups

Riya08 Jan, 2026Technology

Managing enquiries, pricing requests, approvals, inventory checks, and follow-ups often involves multiple handoffs and systems. This article outlines 12 end-to-end workflows that can be automated to improve execution speed and consistency. It explains how workflow automation connects customer requests with CRM records, pricing logic, approval paths, and operational data. By reducing manual coordination and missed steps, organizations can scale execution while maintaining accuracy and visibility across the full deal lifecycle.