Define the quote workflow and modalities

Hi guys
The quotation should have this feature:

  • Multiple contacts selected
  • The covering letter/ email selected in the mail itself that can be customized with the salesman
  • The from email address should be selected properly
  • Once the sales guy finishes creating the quote with the proper fields and done the attachments and proofreads, he should press on a button which says “Send for approval”
  • The approver will get a notification and the status of the quote will change from “draft” to “Awaiting Approval”
  • On clicking submit or approve, the email should automatically be sent to the customers whose emails have been already kept ready. So the manager only does a final proof read and does not waste time sending the mail etc
    Also the defaiult cc should be present and cannot be changed.
    Is this possible


For the auto-generation of email based on Workflow status, you can setup Email Alerts.

Check following link for help in setting up workflow.