The WorkflowGen BPM / Workflow software enables you to add advanced workflow features to Salesforce.com to automate all possible CRM related processes such as:

• sales quote
• order fulfillement 
• customer support
• pre-sales activities
• account management
• sales reporting
• customer credit check
• product lifecycle management
• project management
• contract management
• employee entry/exit management
• event management
• expense reports
• sales/marketing investment application
• lead management
• travel requests

• Complex processes can be initiated directly within Salesforce. 
• The forms used in the processes can be automatically populated with data exported from Salesforce.
• Both Salesforce users and non-Salesforce users (like partners, customers, vendors, etc) can participate in the workflows.
• Data, workflow actions and documents attached to the workflows can be exported to Salesforce.
• Salesforce users can monitor their workflow actions within the WorkflowGen workflow portal embedded in Salesforce as a custom tab.

This case study presents an example of a quote process intiated in Salesforce and run in WorkflowGen. WorkflowGen enables you to build the workflows based on your requirements and business rules. The integration between Salesforce and WorkflowGen is fully customizable.
1- In our scenario the Sales Rep initiates the workflow from the "Opportunities" section by clicking on the "Launch Sales Quote process" custom link.

4- The buyer fills out the form by adding prices to each items of the quote and then submits the quote to the Sales Rep for approval.

5- The Sales Rep can either accept the quote or ask the buyer to modify it.
If the Sales Rep accepts the quote he will be able to send it to the prospect.
If the deal is closed with the Client the Sales Rep will notify the buyer who will fulfill the order and generate an invoice. The Sales Rep will then send the invoice to the client and close the process.