The Send to Customer section allows account executive to consult all the proposals that has been sent to Customer for confirmation. It is possible to filter proposals by date and customer, and open proposal in "view-only" mode.
Filters
Period - Specify the validity period to retrieve the proposals.
Customer - If set, only those proposals/orders associated with the given customer would be displayed.
By right-click on proposal, you can view the proposal or set the proposal as:
•Approved by customer: The proposal (and its reserved spaces) would be set as approved and therefore it would be broadcast and invoiced,
•Rejected by customer: The proposal had been rejected and moved to the 'Rejected by customer' section.
•Send back to running: The proposal would be sent back to the Account Executive as a 'Running' proposal, for example, to be reviewed by the Account Executive.
•View Proposal: Opens the proposal for viewing.