Skip to content

Settings and activity

1 result found

  1. 66 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Jim Treharne supported this idea  · 
    An error occurred while saving the comment
    Jim Treharne commented  · 

    I am only able to implement the approvals workflow at Template level, therefore, a document creator could simply create their own quote or proposal and send to a customer without approval.

    The other option would be to force the use of Templates but this option is also not available.