Feature Request: Manual Workflow for In-Store, Easy Offer, and Bulk Quote

Description:
Currently, custom/manual workflows are available only for select offer types (e.g., Mail-In). We would like the ability to create manual workflows for In-Store, Easy Offer, and Bulk Quote as well.

Use Case / Benefit:

  • Allows more control over offer approval, pricing adjustments, and conditional processing for all offer types.

  • Ensures consistency in workflow management across different offer channels.

  • Reduces operational friction and increases flexibility for special handling cases.

Proposed Solution:

  • Add an option in the workflow settings to enable manual/custom workflows for:

    1. In-Store offers

    2. Easy Offer

    3. Bulk Quote

  • Ensure that the workflow editor supports similar conditions and steps as existing Mail-In manual workflows.

Priority / Impact:
High – This feature would standardize workflow handling across all offer types and allow better operational flexibility.

Please authenticate to join the conversation.

Upvoters
Status

Completed

Board

Suggest a Feature

Date

4 months ago

Subscribe to post

Get notified by email when there are changes.