There needs to be a property for quote template name or ID. This would make approvals so much easier. Then we can build approval workflows based on the quote templates being used.
TBH this should have been a feature from the start.
Related topics
| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Create quote with status "approval_not_needed" | 5 | 2348 | January 15, 2024 | |
| Set different approvers to different teams/users for approving a quote | 1 | 640 | October 26, 2023 | |
| Create quote via API wit a custom template | 2 | 1820 | June 5, 2024 | |
| Ability to edit quote template | 0 | 106 | June 10, 2025 | |
| Create quote with APPROVAL_NOT_NEEDED status | 2 | 2232 | November 25, 2023 |