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Brittany How to prevent the Sales Rep from Creating a PDF of a quote before it has been approved?
I am not sure how to do this or if it is possible. I just would like to prevent the sales rep from creating a pdf of a quote before it has been approved. Similar to how you can prevent the sales rep from emailing the quote to the client. I do have that in place but nothing is stopping the sales rep from creating the pdf, saving it to their computer and emailing it through outlook (not SFDC).
Why dont you create approval process and email the PDF from Salesforce iteself