Estimate Approval Process
Hello. This is a request for additional features. I love the approval process for estimates, however there is one additional item I would like to see implemented. An internal approval estimate feature. This would prompt the admin (in this case - the owner) to review the estimate prior to calling the customer for approval. This helps with QA to make sure we bill adequately and correctly. Thanks for your consideration.
6
votes
sales
shared this idea
-
Ben
commented
Is there a way to include an approve or decline button in the email we send out with the estimate attached? Then get a reply/email back if they approve or decline the estimate. Thank you in advance. This will help with business flow and redundant phone calls if say 2 or more people are working on the same project.