Quotes Approval in Portal

4 votes

Adding a quote approval in fastweigh portal.
Before a new quote can be sent to the customer, it must be approved by a Sales Manager.

Under consideration Web Portal Suggested by: Jason McGouldrick (18 Aug, '22) • Upvoted: 13 Sep, '23 • Comments: 1

Comments: 1

29 Mar, '23
Mallory Black
Agreed. We need this too (badly). Could be as simple as a way to send to an internal contact by choice of that quote or as complex as setting up rules (thresholds, customers, product choices, locations, etc.).