Estimate Approval Process
Hello. This is a request for additional features. I love the approval process for estimates, however there is one additional item I would like to see implemented. An internal approval estimate feature. This would prompt the admin (in this case - the owner) to review the estimate prior to calling the customer for approval. This helps with QA to make sure we bill adequately and correctly. Thanks for your consideration.
Is there a way to include an approve or decline button in the email we send out with the estimate attached? Then get a reply/email back if they approve or decline the estimate. Thank you in advance. This will help with business flow and redundant phone calls if say 2 or more people are working on the same project.