Thanks in advance for any helpful responses!
My organization is using Sheetgo to register and send invoices to customers in a consistent and predictable way (i.e. people won’t be able to adjust pricing anymore and customers can expect consistent pricing regardless of who quotes them.)
In pursuit of this, I’d like to reps to be able to register clients and invoices, however I would like to limit their ability to register items. Is there a way I can share the workflow or pieces of the workflow with employees but withohld the ability to register items?