I want to implement Prepare proposal, calculate appropriate pricing and attach corresponding documents linked to the opportunity. Easily approve proposals internally by simply following the steps of the document approval process.
Please can u tell about approval process and section cases actions and using through Business Process.
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Dear Chandu,
Thank you for your question!
You may find these Academy links useful for understanding how Approval functionality works and how it can be established:
1. https://academy.creatio.com/docs/user/bpm_tools/dynamic_case_setup/case…
2. https://academy.creatio.com/docs/user/platform_basics/communications/ap…
3. Here is the Approval element in the Business Process: https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…
4. And the Approval element for the Case Stage:
https://academy.creatio.com/docs/user/bpm_tools/dynamic_case_setup/case…
Hope this helps and clarifies!
Regards,
Danyil