We are building a sales app.
Sharing Quote on Email to Clients after taking approval from Admin
How we did:
We created dropdown for product selection in the app where sales rep select product. We map products with their cost using if and then formula. Then we map value with zapier and connect it wirh email.
Many times sales rep send wrong quotes since system is new to them, we need to setup a system where admin can see and approve quote rather sales rep sending directly