On the Proposals page, you can also create a new proposalview proposals and their details; filter proposals, save and manage filters; search for proposals based on search criteria; take actions on proposals, such as approving or rejecting proposals, editing proposals, assigning the proposal to a user; use confidence-based decision engine recommendations along with Supporting Intelligence information when approving and rejecting proposals; view the proposal history and download proposals reports;
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The Proposals page provides a comprehensive view of your proposals and enable you to manage them. Specifically, in the Proposals page, you may:
List View allows you to view and manage proposals submitted by your providers in one easy view. Here, you can review the costs for various scopes of work — and with the Decision Engine intelligence agent, you have deeper data at your fingertips to help you make the right decisions while approving costs.
In this view you can:
- view proposals submitted by your providers;
- manage, approve and reject proposals;
- using Decision Engine intelligence recommendations to help you decide on the action to take on proposals;
- filter and search for proposals, as well as save filters for easy use; and
- download proposals reports.
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List View has four sections:
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