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quote•hapily

Category

      • Bundles
      • Templates
      • Rules
      • Price Books
      • Approvals
      • Quoting
      • Reporting
      • Uncategorized
Should be able to specify an approval backup for users
The "Request Quote Approval" workflow names specific users. But when those users go OOO, we need to be able to easily send their approval requests to a backup.
2
·

complete

Ability for a user to specify a backup for approvals.
Before they go on PTO or is OOO, a user should be able to specify a backup for approvals they receive.
1
·

complete

Determine quote approval requirements based on rules
Only send quotes through approvals processes if they meet certain criteria — exceed a certain deal amount, sold to a particular country, etc.
2
·

complete

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