Suggested by Tim Schofield – Completed
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.
Thanks
Tim Schofield
Status Details
In the modern Project Operations, attaching a workflow to Project Quotation is optional.
I highly support this idea. Most of our clients prefer not to wait for the workflow to finish when working with a project quotation. I support the suggestion to have a parameter that can activate/disable the project quotation workflow. Do you have a status update on this idea and roadmap? Thank you.
Where can i find this parameter?