Has anyone tried to setup a way to allow multiple client approvals to be provided on a quote?
For example, my client has a tiered structure of approvals based on quote value:
- Under $100: approval allowed by individual
- Under $5000: approval required by dept mgr
- Over $5000: approval required by dept mgr and controller/CFO
Is there some way to facilitate the last option?
Nope, not possible using current configuration.
You might want to take a look at this: http://www.connectit-software.co.uk/bespoke-software-development/quotewerks-approvals.aspx
Jason Chen
Has anyone tried to setup a way to allow multiple client approvals to be provided on a quote?
For example, my client has a tiered structure of approvals based on quote value:
- Under $100: approval allowed by individual
- Under $5000: approval required by dept mgr
- Over $5000: approval required by dept mgr and controller/CFO
Is there some way to facilitate the last option?