Request: Is it possible to have approval limits added to Simpro? We often have rather large quotes (and invoices) raised, however at present all users are able to send them immediately and we feel as though these should go through an approval process first.
🎉 Status Update: This has now been added to our Simpro Enhancement Pack
We have added an enhancement to the Simpro Enhancement Pack, that allows you to set approval limits per employee, for Purchase Orders, Quotes and Work Orders, this also allows you to select an “Approver” for if the Quote etc is outside of their approval limit. If it is outside of their approval limit, the forms tab will be disabled, not allowing the user to send it, a task be raised against to the assigned Approver, that will send them a notification to “Approve” the Quote etc, once approved, the employee will then be able to access the forms tab. The Approval status is stored within a Custom Field to aid in reporting and visibility within the Quote/Invoices list if desired..