I am in scenario where business requirement says that a user should not be able to send quote thru email to client until and unless the quote has been approved
once quote is approved then only user should be able to email quote pdf
what can be solution for this functionality to implement same
pls suggest solution
1 answer
Hi Rakesh,
You can handle this by making the Quote approval status the condition for allowing the PDF to be emailed.
One approach is:
- Create an Approval Process for the Quote.
- Keep the Quote in a status such as Pending Approval until it is approved.
- Provide the email/PDF action only when the Quote status is Approved.
- If you need to enforce this regardless of how the email is initiated, add server-side validation/Apex so an unapproved Quote cannot be sent.
A custom button or Visualforce page can also check the Quote's approval status before allowing the user to generate and email the PDF.
If you're using the standard Quote PDF/email functionality, let us know your Salesforce edition and whether you're using standard or custom Quotes, and we can suggest the specific implementation.
