This section describes the various related lists enabled after the draft proposal record is created.
|Actions||Lists the various actions you can execute for this stage of the quoting process. A list of actions with the description of their function is available in Proposal Actions.|
|Line Items||Contains the detailed line items (bundles, options, and standalone) of a finalized configuration. This corresponds to the Detail tab in configuration.|
|Summary||Contains the summary view (standalone and bundles) of a finalized configuration. This corresponds to the Summary tab in configuration.|
|Summary Groups||Contains the totals for the finalized configuration according to the product hierarchy including a Grand Total.|
|Notes & Attachments||Enables you to attach any reference document or file relevant to a quote/proposal. The proposal document when generated from the template is stored by the application in this section.|
|Open Activities||Enables you to create and assign new task corresponding to a quote.|
|Approval History||Initiate and track approvals corresponding to the quote.|
Note: Approvals can be initiated only if the corresponding approval processes have been set up by the System Administrator.
|Activity History||Lists an Audit history of significant changes during the life of the quote.|