ApproveIT 365

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Current »

After the signing we can do the status update. With a jobqueue this can be automated.

Because their is a automation to directly create a sales order from the approved quote a pop-up message shows and asks for the creation of the sales order.

The Sales Order is created and the Sales Quote archived.

The attached document will show the link to the Signed document

If needed you can open the signed document from the sales order

  • No labels