FeatureFuel
1

Workflow to `Approve & Send`/`Deny Sending` for `quote` and `invoice` relative to permissions of a user

Source: invoiceninja/invoiceninja#12302 · opened by @HammyHavoc
What environment are you running? Self Hosted Have you searched existing issues and requests? • I have searched existing issues and requests. Screenshots Would be very handy if based off of permissions granted to a user, some users must have their draft status quote or invoice pass through an additional stage of pending approval prior to sending or similar where someone senior must send it on their behalf. If the quote or invoice sending is denied, it should return to draft status by default. Ideally, if denying sending it, a text field for a comment as to the reason why it was denied to be sent would be constructive and helpful. Of course Edit for the person signing off prior to sending should also be available so they themselves could amend the quote or invoice if appropriate to do so. Users without Send permissions should instead see something like Submit for Approval to Send or similar instead. This avoids scenarios where a client might receive multiple quotes or i…

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