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