Synergize External Approval Workflow

External Approval is a Transflo (formerly Microdea) solution that helps track the results of the negotiations for spot rates, while providing full visibility into the process. The parties to an agreement can quickly confirm that the terms are acceptable.

Establishing a price for your services is a key part of the transportation industry. Negotiations can go back and forth between Brokers or Carriers and a third-party shipper or another carrier.

Shippers or the third-party carrier get a document by email with a link that allows them to accept the agreement or reject it with reasons.

The value that External Approval delivers:

  • Manage rate confirmations without manual printing and processing of documents, increasing efficiency

  • Allow Brokers and first-party carriers to retrieve and view rate confirmations later for audit purposes

External Approval uses several Synergize technologies including Workflow and Process Server. In the following diagram, a typical business process related to rate confirmation is represented. The individual queues (colored document stacks in the diagram), the processes (gray lightning bolts), and the flows (gray arrows) vary by industry:


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