Is it possible to route Quotes for approval to a manager?

I wanted to know if it was possible to route a quote from a team member to a manager before it can get sent… we have some new starters and wanted to make sure that quotes get approved first before they get sent to clients?

There is no support for approving quotes manually like this. I have converted this to a feature request for other’s to comment or add their vote.

I use a workaround to achieve this sort of thing in QF. Our bookkeeper puts all purchase invoices into QF. I then look the list and by tagging invoices using protect tagging as ‘approved’ our bookkeeper can see all invoices with that tag and pay them.

I imagine you could implement similar workflow with quotes.


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