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Proposal Details

Path: /proposals/:proposalId

This page shows detailed information about a single, specific proposal that has been published.

Page Layout​

  • Back Arrow: Navigates back to the main Proposals list.
  • Title: Displays the revision number (e.g., "Revision 3").
  • Refresh Button: Reloads the proposal information.

Status Section​

  • Displays the date the proposal was published.
  • Shows a colored chip indicating the current status (e.g., Pending, Accepted, Recalled).

Financial Summary​

  • Combined Totals: The total value of the proposal.
  • Negotiated Deposit: The negotiated deposit amount, if one has been set.

User Totals Table​

A table listing the user totals included in this proposal, with columns for:

  • Incl: A checkbox indicating if the total is included.
  • Group: The group number.
  • Description: The description of the total.
  • Area Total: The dollar amount for that total.

Stakeholders​

  • Email All Button: Opens a new email addressed to all stakeholders.
  • A list of cards, one for each stakeholder. Each card shows the person's name, email, and their approval status (e.g., Pending, Accepted).
  • Each stakeholder card has a three-dot menu with an Override option to manually approve on their behalf.

Bottom Action Bar​

A fixed bar at the bottom with several action buttons:

  • Open Portal: Opens the customer-facing version of the proposal in a new browser tab.
  • Send To Kiosk: An action related to in-person signing.
  • Resend Proposal: Re-sends the proposal email to recipients. A dialog appears to add an optional note.
  • Recall Proposal: Rescinds the proposal, making it inactive. A confirmation dialog appears first.