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Created by Guest
Created on Jul 25, 2023

Allow Documents to be uploaded via quote to work flow approval screen

Customer may need explicit written permission from a customer when processing orders, in the cases of dealing with government bodies they may need this for traceability in order to show who and why a specific order was generated. Currently, the approval screen you are taken to on the quote to order workflow section allows you to just enter a customer reference. Allow customers to be able to upload a document here would streamline and benefit our customer who require written consent to proceed with an order.

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  • Guest
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    Jul 26, 2023

    The ability to upload documents in support of an 'approved quote and order reference' would enable also further documents such as drawings, images, and any supporting documents in relation to the approved quote to be submitted back by the customer. Where traceability and important legal conditions need to be met as a supplier or customer this 'upload file' with the 'click approval of quote' would be invaluable!