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How to foce a quote for review above a specifc amount
sonia sanchez@vengaglobal com 3 years ago
in Home Portal / Classic Projects
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updated 3 years ago •
2
Hi everyone,
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
Hi Sonia, there is no such setting as default in the system but I think it would be possible to create a macro that will trigger such email when the quote would be above a certain amount. Please contact your customer success manager if you would like to proceed with such a solution.
Thank you Martyna.
I'll discuss it internally!