Internal Approval Process

At my company I have a sales team and I personally need to review and approve any quotes before they go out to customers. In Handoff we do not have a streamline way to accomplish this. I am having to rely on microsoft teams to communicate with my sales team about an estimate that are approved or rejected internally. If I don’t approve, I send them notes in teams about what needs to change, the sales rep will make changes and I will re-review for approval. Were having to make a duplicate of the estimate to keep the original version and compare the new version.

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Upvoters
Status

Submitted

Board

πŸ’‘ Feature Requests

Date

4 days ago

Author

Brandon Bartow

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