Optimize Your Business Processes
Every successful business runs on repeatable, efficient processes.
With ITISeasy.business Workflow, you can define and manage your organization’s approval chains,
task dependencies, and document routing—all in one place.
Automate routine tasks
Eliminate bottlenecks
Boost team coordination
Optimize Your Business Processes
Every successful business runs on repeatable, efficient processes.
With ITISeasy.business Workflow, you can define and manage your organization’s approval chains,
task dependencies, and document routing—all in one place.
Automate routine tasks
Eliminate bottlenecks
Boost team coordination
Key Workflow Features
Define Workflow Tasks
Break down your business processes into clear steps:
Define Workflow Tasks
Break down your business processes into clear steps:
Start with the customer – find out what they want and give it to them.
Key Workflow Features
Define Workflow Tasks
Break down your business processes into clear steps:
Define Workflow Tasks
Break down your business processes into clear steps:
Start with the customer – find out what they want and give it to them.
Document-Based Workflow Triggers
Trigger workflows based on document readiness:
Sales Quotations
Purchase Orders
Contracts
Internal Requests
Ensure nothing is sent or processed before going through the right checks.
Document-Based
Workflow Triggers
Trigger workflows based on document readiness:
Sales Quotations
Purchase Orders
Contracts
Internal Requests
Ensure nothing is sent or processed before going through the right checks.
Use Case: Sales Quotation Approval Workflow
Let’s look at how a typical workflow for
quotation approval
works in ITISeasy.business.
Use Case: Sales Quotation Approval Workflow
Let’s look at how a typical workflow for
quotation approval
works in ITISeasy.business.
Request Approval
Once a quotation is finalized and meets the workflow criteria:
Click on "Request Approval"
An email notification is sent automatically to the department head.
With a single click, they can access and review the quotation.
Request Approval
Once a quotation is finalized and meets the workflow criteria:
Click on "Request Approval"
An email notification is sent automatically to the department head.
With a single click, they can access and review the quotation.
Review & Awaiting Approval Status
While the quote is under review:
Status is set to “Sent for Approval”
You can still edit the document if required
Sending the quotation is locked until approval is granted
Review & Awaiting Approval Status
While the quote is under review:
Status is set to “Sent for Approval”
You can still edit the document if required
Sending the quotation is locked until approval is granted
Approval Granted
After approval:
Status updates to “Approved, Ready to Send”
You’re now ready to send the quote
Click “Send via Email” to deliver it directly to the customer.
Approval Granted
After approval:
Status updates to “Approved, Ready to Send”
You’re now ready to send the quote
Click “Send via Email” to deliver it directly to the customer.
Track Quotation Status
Easily track the progress of your quotations in list view:
Instantly see:
Which quotations are pending approval
Which ones have already been sent
Efficiency and transparency—built-in.
Track
Quotation Status
Easily track the progress of your quotations in list view:
Instantly see:
Which quotations are pending approval
Which ones have already been sent
Efficiency and transparency—built-in.
Related Modules That Enhance Workflow
Email Integration with ITISeasy.email
Document Management with ITISeasy.docs
Sales Automation with CRM Module
Forecasting & Reporting Tools
Related Modules That Enhance Workflow
Email Integration with ITISeasy.email
Document Management with ITISeasy.docs
Sales Automation with CRM Module
Forecasting & Reporting Tools
Why Choose ITISeasy Over Standard Odoo?
While Odoo offers a foundation, ITISeasy.business builds on top of it to offer more:
User-friendly workflow builder
Configurable approval logic
Seamless module integration
Designed for businesses operating in Germany and across Europe
Why Choose ITISeasy Over Standard Odoo?
While Odoo offers a foundation, ITISeasy.business builds on top of it to offer more:
User-friendly workflow builder
Configurable approval logic
Seamless module integration
Designed for businesses operating in Germany and across Europe
Ready to Automate Your Workflows?
Stop relying on scattered approvals and email chains.
Upgrade to structured, automated, and efficient workflows with ITISeasy.business.
Contact Our Experts
Ready to Automate Your Workflows?
Stop relying on scattered approvals and email chains.
Upgrade to structured, automated, and efficient workflows with ITISeasy.business.
Book a Free Demo
Subscribe
for ITISeasy Insights
Get updates on features, best practices, and new module releases delivered to your inbox.