Common Features

202.2.4.2 View Proposal

The 'View proposal' action allows open a proposal in read-only mode and consult its single proposal lines. The supervisor/account executive will be able to consult the following information by accessing the top toolbar:

•Reports: It shows the proposal reports drop-down menu.

•Do.Ma.: It opens the documents management module.

•Proposal operations log: It displays operations log related to all the operations performed for the proposal line.

NB: Proposals can be sent either to the supervisor or customer to receive an approval, this by clicking on the send to evaluate button(AirSales_Sales_Salesman_SentButton) and selecting the proper action (please refer to the previous Managing lines chapter for detailed information).