Sale Dynamic Approve

The Sale Dynamic Approve app for Odoo allows sales managers to set up a multi-step approval workflow for sales quotations. By creating approval teams and defining approval flows, businesses can ensure that each quotation is properly reviewed and approved by authorized team members before being confirmed as a sale order.
Key Features
1) Sale Approve Teams
Configure approval teams under Sales → Configuration → Sale Approve Teams.
Assign specific team members who are responsible for approving quotations.
2) Sales Quotation Approval
Assign approval teams directly to sales quotations.
All assigned team members must approve the quotation before it can be confirmed.
3) Access Control
Prevents users outside the approval team from confirming quotations.
Enforces a controlled and secure approval process.
4) Approval Flow
Define a sequence-based approval workflow.
Ensures that every required approval is completed before converting a quotation into a sale order.
5) Error Handling
Displays a clear error message when unauthorized users attempt to confirm a quotation.
Ensures compliance with the defined approval rules.
Use Cases
Sales managers can enforce multi-user approval processes to improve accuracy and prevent unauthorized order confirmations.
Ideal for organizations with strict approval policies requiring thorough review before quotation confirmation.
Supported Views
Sales → Configuration → Sale Approve Teams
Used for setting up approval teams and defining approval workflows.