The Proposals page provides a comprehensive view of your proposals and enable you to manage them. Specifically, in the Proposals page, you may:
- view 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;
- On the Proposals page, you can also create a new proposal.
⦿ How to Access the Proposals page
- In your Service Automation account, click Proposals on the top of the navigation bar.
- The Proposals List appears.
The Proposals page has four sections:
- Tabs: The tabs display proposals by status. The number of displayed tabs and statuses may vary depending on applied filters.
- All: Displays all proposals, irrespective of the status.
- Open: Displays all Open status proposals. Once submitted, proposals are in the Open status before you take action on them
- On Hold: Proposals that were put on hold. Proposals in the On Hold status require further review before being approved or rejected.
- Approved: Displays proposals that have been approved. Once approved, the proposal conditions submitted by the provider are accepted.
- Reviewed: Displays proposals with the Reviewed status.
Rejected: Displays rejected proposals. Usually, proposals get rejected if the costs and/or conditions are not agreed upon.
The number of displayed tabs and statuses may vary depending on applied filters.
- Filters and Search: From here you can filter proposals based on desired criteria, or search for proposals. Filter selections can be saved and retrieved later.
- Proposals List: The list of proposals matching the applied filters displays here. You may view details, take actions on proposals.
- Additional Views / Download / Sorting:
- Additional Views: Enables to set number of proposals displayed on the page.
- Download: Download Excel and PDF reports.
- Sort: Allows you to sort the list of proposals by Date, Proposal Number, Trade, Location ID, Provider, and Status.
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