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Feature #8735

open

CRM New Changes

Added by John Patchala 1 day ago. Updated 1 day ago.

Status:
Resolved
Priority:
Normal
Assignee:
Ramu Kodali
Start date:
05/04/2026
Due date:
05/04/2026 (1 day late)
% Done:

100%

Estimated time:
4:00 h
Spent time:
4:00 h
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Description

•⁠ ⁠Update follow up flow after follow up flow after user intersted
•⁠ ⁠⁠we have to create auto populate the quotation record with document pending status
•⁠ ⁠⁠after successful completion of quotation we have to create new project.
•⁠ ⁠⁠rename the follow ups as Lead Follow ups

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 #1

Updated by Ramu Kodali 1 day ago

  • Status changed from New to In Progress
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 #2

Updated by Ramu Kodali 1 day ago

  • Due date set to 05/04/2026
  • Status changed from In Progress to Resolved
  • % Done changed from 0 to 100

Automated Quotation Generation: Implemented a new workflow where marking a customer follow-up outcome as "Interested" automatically generates a shell Quotation for that customer in the background.
New 'Pending Document' State: Added a new pending_document status to the Quotation database schema to handle these newly auto-generated quotes.
Frontend Dashboard Enhancements: Updated the Quotations Table to properly format and display the "Pending Document" status, and added it as a selectable option in the table's status filter dropdown.
Acceptance Validations: Added UI and API-level validations to block the approval/acceptance of quotations that are currently in the "Pending Document" state (hiding the action button in the frontend and securing the backend route).

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