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Feature #6384

closed

Feature #6394: Add on in the quotations flow

The email sending feature will support both customer emails and manually entered additional emails.Quotation approval is strictly limited to customer-associated email addresses.Other email recipients will have view-only access.

Added by Yalavarthi Thriveni 27 days ago. Updated 21 days ago.

Status:
Closed
Priority:
Normal
Assignee:
Ravi Shankar Palle
Target version:
Sprint4 (01/05/2025 - 01/16/2025)
Start date:
01/05/2026
Due date:
01/05/2026
% Done:

100%

Estimated time:
4:00 h (Total: 6:30 h)
Spent time:
(Total: 5:00 h)
Quote

Description

Update UI to hide approval actions for non-customer emails
Implement approval restriction based on email mapping
Update UI to hide approval actions for non-customer emails
Add validation and audit logging for approvals

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Subtasks 1 (0 open — 1 closed)

Feature #6401: After quote create & click on share link ask the admin user to enter the emails to share this quote in UIClosedChandra Sekhar01/05/202601/05/2026

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Related issues

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 #1

Updated by Yalavarthi Thriveni 27 days ago

  • Parent task set to #6394
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 #2

Updated by Yalavarthi Thriveni 27 days ago

  • Target version changed from sprint3(12/22/2025 - 01/02/2025) to Sprint4 (01/05/2025 - 01/16/2025)
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 #3

Updated by Yalavarthi Thriveni 27 days ago

  • Subject changed from The system should send quotation emails to all customer-associated email addresses and to any additional email addresses specified when sending the quotation link. Quotation approval must be restricted to customer-associated email addresses only. Other re to Quotation Email Recipients

Quotations should be sent to all email addresses associated with the customer.

While sending the quotation, the system should also allow entering additional email addresses manually.

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 #4

Updated by Yalavarthi Thriveni 27 days ago

  • Subject changed from Quotation Email Recipients to Quotation Email Recipients ,Quotation Approval Rules
  • Description updated (diff)
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 #5

Updated by Yalavarthi Thriveni 27 days ago

  • Subject changed from Quotation Email Recipients ,Quotation Approval Rules to The email sending feature will support both customer emails and manually entered additional emails.Quotation approval is strictly limited to customer-associated email addresses.Other email recipients will have view-only access.
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 #6

Updated by Yalavarthi Thriveni 27 days ago

  • Subtask #6401 added
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 #7

Updated by Yalavarthi Thriveni 27 days ago

  • Subtask #6402 added
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 #8

Updated by Yalavarthi Thriveni 27 days ago

  • Subtask deleted (#6402)
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 #9

Updated by Yalavarthi Thriveni 27 days ago

  • Description updated (diff)
  • Estimated time changed from 3:00 h to 4:00 h
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 #10

Updated by Yalavarthi Thriveni 27 days ago

  • Target version changed from Sprint4 (01/05/2025 - 01/16/2025) to sprint3(12/22/2025 - 01/02/2025)
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 #11

Updated by Ravi Shankar Palle 24 days ago

  • Status changed from New to In Progress
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 #12

Updated by Yalavarthi Thriveni 24 days ago

  • Target version changed from sprint3(12/22/2025 - 01/02/2025) to Sprint4 (01/05/2025 - 01/16/2025)
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 #13

Updated by Ravi Shankar Palle 21 days ago

  • Status changed from In Progress to Closed
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