Set-up Workflow Approval, Only Required If Sales Quotes are Discounted.
When the workflow plugin is used to set up for required approval of sales quotes by a manager before being sent to a customer, all sales quotes will require approval for those users set up to request approvals. It may be preferred only to require approval if a discount is applied to a sales quote. This user guide explains how to set up this configuration.
From the Sales Quote Dashboard, click on the Configuration menu, click on the option Extensions Settings, and select the option Workflow from the sub-menu.
Click on the Approval Settings tab.
Click on the toggle switch. Require approval for discounted sales quotes only to activate the setting (the button should be green for the "on" state).
For your industry
Sales Quotes for Telco
Sales Quotes for Trade Services
Sales Quotes for Travel
Sales Quotes for Marketing Services
Sales Quotes for Accounting
Sales Quotes for Home Construction Companies
Sales Quotes for Web Developers
Sales Quotes for Education Services
Sales Quotes for Events
Sales Quotes for IT Services