Help with Quote template for peer review
We are wanting to do peer review of quotes/proposals, however the quote templates dont have product cost, profit margins, etc.
It is difficult for a manager to approve a quote without ensuring nothing is going out at improper margins, etc. I have not found a way to add things like cost/margin to a template.
I would also like to have a new Template Type and call it "Peer Review" that would allow for things like Cost/Margin and then once approved we could flip to a traditional quote/proposal template that would be customer facing.
It is difficult for a manager to approve a quote without ensuring nothing is going out at improper margins, etc. I have not found a way to add things like cost/margin to a template.
I would also like to have a new Template Type and call it "Peer Review" that would allow for things like Cost/Margin and then once approved we could flip to a traditional quote/proposal template that would be customer facing.
Does something like this exists, even as a customized template?
Thanks
Thanks
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