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Status Future consideration
Categories Contracts and Procurement Workflow Estimating, RFP, Proposals (Pre-Construction) Prime Contract Setup Wizards (Includes Project Setup Wizard)
Created by Carl Lyles
Created on Aug 19, 2024

RELATED IDEAS

Only allow estimates with an "approved" status to be added to prime contract

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract.

Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33" this approval would allow for proposal letters to be generated and sent. Once a lead is awarded, only the approved estimate should be eligible to add to a prime contract.

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  • Sue Parker
    Aug 27, 2025

    Approve the proposal before it goes out to the prospect is also an approval that is requested quite often.

    Reply
  • Admin
    David Holler
    Aug 20, 2024

    Merging two great closely related ideas so we consider these both at the same time.

    https://sageproducts.aha.io/ideas/ideas/SAGECM-I-475

    https://sageproducts.aha.io/ideas/ideas/SAGECM-I-33

    Reply
19 MERGED

Add Approval Workflow to an Estimate

Merged
A prospect has many estimators preparing estimates and they have an internal workflow that requires an estimate be approved prior to issuing to a customer. While there is an approver identified on the estimate, and we can create a status entry of ...
Henry Lubas over 1 year ago in Estimating, RFP, Proposals (Pre-Construction) / User Properties 1 Future consideration