I'm looking for a way to securely approve estimates, and TRACK that approval, BEFORE they are delivered to the client. Has anyone conquered this workflow question? I could write a note on the estimate, but ANYONE could write a note on the estimate. I would be happy to use a status, but there's no Internal Status selection. I'm looking for a solution for an ESTIMATE similar to Product Notes that tracks WHO made the note and when they made the note (see attached)
The best option will be to set up a substatus. You can find that option by going to Management Module > Global Settings > Product Status.
This will allow you to create substatuses for estimates that will enable you to track approval:https://www.screencast.com/t/4kfGY9hq
Please let us know if you have any other questions.
Have a great day!