CloudLink Ideas Portal

Prevent changes from being made to a "Won" revision in PSQ

We would like to prevent users from changing a "Won" revsion in PSQ. We believe any changes to a won quote should require the user to put the status to Open, create a new revision from the won revision, make changes to that revision, submit/win that new revision....then update the Work Order.

  • Sheldon Newey
  • Apr 16 2024
  • Needs more votes
How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save me minutes of work
How many people at your company would benefit from this idea? Everyone
What problem is your idea trying to solve?

It prevents the loss of data (i.e All versions of the quote are captured)

It prevents changes being made to a quote without approval from the customer.

It enforces the variation process to be followed.

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  • Admin
    Mark Dearborn commented
    16 Jan 18:46

    Needs more votes from different dealers



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