Hi everyone,
I’m looking to implement a workflow in ERPNext where clients can approve or reject a quotation after I send it to them. The goal is to streamline the approval process and update the quotation status automatically once the client responds.
Ideal Workflow:
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I create and send the quotation to the client.
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The client receives an email with a link to view the quotation.
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The client clicks Approve or Reject on a public page or form or the portal.
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ERPNext updates the quotation’s status (e.g., “Customer Approved” or “Rejected”) based on their action.
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The internal workflow proceeds (e.g., auto-submit or generate Sales Order if approved).
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I’d really appreciate any suggestions, examples, or links to similar setups!