Can I prevent new quotes from being introduced while the original quote is still pending approval or input?
Data integrity is something we take very seriously at In Mind Cloud. We understand that circulating multiple versions of the same quote can lead to confusion--or worse, errors. Correcting these problems can cause unnecessary costs and strain on your sales team.
To prevent this scenario from occurring, we added the option of locking quotes when they have been routed to other departments for validation or technical input. This feature enables neater and more efficient cross-collaboration among the teams involved in generating quotes.
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