Project

General

Profile

Feature #6384

Updated by Yalavarthi Thriveni 27 days ago

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. 

 Quotation Approval Rules 

 Only email addresses mapped to the customer are permitted to approve the quotation. 

 Approval actions from any non-customer email address should be restricted. 

 View-Only Access for Other Emails 

 Additional email recipients (not linked to the customer) should be able to: 

 Open the quotation link 

 View complete quotation details 

 These recipients must not see approval buttons or approval actions.

Back