Does anyone know if it's possible for XTRF to block a quote not to be sent to the client unless it's approved by someone else? I am looking to find a way of forcing quotes above an X amount to be approved by someone else before they can be sent to the customer. So XTRF should look at the amount and put a block until the quote is reviewed by someone else. I can't find anything in the configuration. The section "Send Quote for Review" inside the Documents Tab leaves the choice to the PM. I need to force it above a certain amount. Anyone ideas?
Customer support service by UserEcho