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Rakeysh without approval on quote the email option to be disable to prevent user to mail pdf
Hi,
I am in scenario where business requirement says that a user should not be able to send quote thru email to client until and unless the quote has been approved
once quote is approved then only user should be able to email quote pdf
what can be solution for this functionality to implement same
pls suggest solution
It is usually very hard or impossible to bend the standard functionalities.
In your case, it looks impossible.
My initial thoughtsare to disable the send email profile permission for the sales reps and to built a custom page to send the email. Beware, this will be a profile level change, which means the users will not be able to use the send email functionality of the activity screen.
The other route is a lot more complex and it involves removing the entire pdf functionality of the quotes and build it custom, using visualforce pages.
Let me know if you get any other suggestions.