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Product Suggestions
Status Already exists
Categories CRM App
Created by Guest
Created on Apr 3, 2024

Admin Approval on Quote Before Confirmation

Orders for bespoke items, large order, or discounts applied on a quote may need to be reviewed by an Admin/Management before they are confirmed. This would help our user to ensure that there are no errors on the quote and that the pricing offered have been approved. This would give our users/admins more confidence that no errors are occurring on their quotes.

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  • Admin
    Andrew Ardron
    Reply
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    Apr 18, 2024

    It is possible to setup a custom validation based on any criteria. You or we or a third party would need to write the logic but this can help you prevent orders being taken based on any validation criteria.