How to Connect a Commercial Proposal, Approval, and ERP in a Single Workflow

Connecting a commercial proposal, approval, and ERP in a single workflow means that the sales cycle — from the sent proposal to the financial posting — happens continuously and automatically, without anyone needing to manually transfer data between systems.

How This Workflow Works in Most Companies Today

The proposal goes by email. Approval happens via WhatsApp or meeting. When the deal closes, someone opens the ERP and manually types in the data. Each stage exists in a different system — and the transition between them is manual.

This creates delays, errors, and a lack of traceability about the actual status of each deal.

How an Integrated Workflow Works

Proposal generated in the CRM with customer data and commercial terms
Internal approval with authorization level by amount — automatically unlocked when criteria are met
Sale won → accounts receivable automatically created in the ERP, with the same data as the proposal
Contract and documents linked to the record, without leaving the platform

How Jestor Solves This

Native CRM with pipeline, proposal, and approval workflow in a single environment
Native integration with Conta Azul and Omie — automatic posting without intermediaries
Configurable automations: approval unlocks the next stage, which triggers the ERP posting
Documents generated and linked to the opportunity card directly in Jestor
Traceable execution log at each step of the workflow

FAQ

Is it possible to generate a proposal and run an approval within Jestor? Yes. Jestor supports documents linked to cards and configurable approval workflows.

Does the ERP posting require manual action after approval? No. The automation triggers the posting automatically as soon as the approval is completed.

Which ERPs does Jestor integrate with natively? Omie (via App Key + App Secret) and Conta Azul (via OAuth), without intermediaries.

With Jestor, you can automate workflows, connect departments, and build internal systems your way — all without code and with AI support. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and integration.

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