Approval Process - Quote/Invoice Maker/Checker process
Have a maker and checker workflow for quotes and invoices, allowing a single user to toggle between situations.
Eg. User A draft quote/ invoice -> submit to User B for approval -> Once approved, User A is then allowed to send out the draft quote/ invoice and vice versa. User should be not allowed to approve quote/invoice that he/she has drafted.
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Madeleine Beck
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