Option to require sales manager approval before proposal to be sent | Feature Requests

Option to require sales manager approval before proposal to be sent

Kevin Bird

We require our sales people to have their proposal viewed and approved by a sales manager before they can be sent. It would be great to have a place for that to be required before it can be sent to the client.

March 13, 2023

chris malone

We would like the same.

Doug Ketchen

Yes this would be a huge added beneifit to our organization. All of of our proposals are looked at / reviewed by our PM's before the proposal is sent to our clients. If we could notify our PM's without having to send them a seperate email that would be AWESOME!

Tammy Chambers

Yes! That would work wonders with the new notification feature that is coming out as well for the admin/managers.