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  1. Independent Sales approval process for estimates, sales orders and invoices

    1 vote
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    2 comments  ·  Zoho Books » Transaction Approval  ·  Admin →
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    Anonymous commented  · 

    If estimates have a mandatory filed for the customer to add in a Purchase order number prior to accepting the approval process becomes internal to the customer.

  2. Approve other documents in portal

    21 votes
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    1 comment  ·  Zoho Books » Estimates  ·  Admin →
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    Anonymous commented  · 

    Why not use Zoho Sign for approval for contracts etc as this comes with a certified signature.

  3. Allow for discount on estimates which are prior approved with additional approval work flow requirement

    2 votes
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    0 comments  ·  Zoho Books » Estimates  ·  Admin →
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    Anonymous supported this idea  · 

  4. Purchaser Order field for customer to populate when approving estimates

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    0 comments  ·  Zoho Books » Estimates  ·  Admin →
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    Anonymous shared this idea  · 

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