Hi everyone, I’m looking for some help with a feature I’d like to implement in Perfex CRM.
Here’s the scenario:
I’m a salesperson preparing a proposal or estimate for a client. The client asks for a 20% discount on a product. I enter that discount, but before I can send the proposal to the client, I want the system to:
Trigger an approval process automatically right after I click save — without leaving the proposal/estimate screen.
Keep the proposal in Draft status until it’s approved.
If approved → change status to Open so I can send it to the client.
If rejected → change status to Rejected and notify me.
The idea is that I shouldn’t need to go to another module to request approval — everything should happen right there in the document I’m working on.
My question is:
Has anyone implemented something like this in Perfex CRM? Is there a module or workflow automation setup that can make this possible?
Thanks in advance for any tips or recommendations!
