The Challenge
We've discovered a concerning workflow gap where team members export quotes as PDFs that sometimes reach customers through unofficial channels. When customers sign and return these PDFs, they completely bypass our established approval workflows.
Proposed Solution
We need PDF protection that:
Automatically adds "DRAFT - NOT VALID" watermarks to all exports
Offers settings to disable PDF downloads for certain roles
Creates verification codes for legitimate approved quotes
Requires internal approval before any PDF download
Business Impact
This enhancement would protect workflow integrity, prevent process circumvention, create better audit trails, and reduce compliance risks from unauthorized approvals.
Consolidated into: Predictive Approval Status by Rule Type
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Closed
Feature Request
[CMP]_Quotes
About 1 year ago
Get notified by email when there are changes.
Closed
Feature Request
[CMP]_Quotes
About 1 year ago
Get notified by email when there are changes.