Ability to lock estimate pricing
Have the ability to lock certain estimates templates so that the prices cannot be changed. This would ensure salesmen do not have ability to change the price. Also, provide the ability to be able to assign estimates templates to certain reps.
My Contacts De La Cruz
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Jon Loveland commented
Currently, if a sales rep has access to create/edit new estimates, that means that the also have access to CHANGE the entire price book of your company. This is a huge security risk. I need my sales reps to type up the proposals, but NOT have the authority to alter important financial items in Jobnimbus, like the price book.
Where it stands now, any sales rep can go in and increase all pricing by 50% just at will. I have hundreds of line items, and do not have the bandwidth to audit each line on a weekly basis to try and catch that. Or, a disgruntled rep can lower our pricing, then quit, and ***** us over financially. This can go wrong in several different ways, and frankly, I am shocked that JN has it set up this way without being stuck in litigation from their customers yet.