Hi, there should be a parameter to enable the Project quotation review workflow process. Currently you can only process ('Send') a quotation if the status is Approved - and therefore if our business doesn't need to approve project quotations, we have to setup a workflow which automatically approves all quotations - and the user has to submit the quotation for approval and wait for the workflow jobs to process the quotation.

For purchase orders, there's a parameter which enables or disables the purchase order approval workflow, and the same should be available for project quotations.


Tim Schofield

Under Review
Ideas Administrator

Thank you for the suggestion! This has been added to our roadmap and will be considered for a future release.


Kim Nelson

Program Manager, Project management and accounting