Freeze the submitted customer promise and obtain an independent decision on the exact commitment revision.
Relationship Owner records the commitment subject and due date against the opportunity. Include the estimated value under the meaning agreed during setup, and identify the evidence that explains the promised customer work.
Relationship Owner submits the commitment with its supporting evidence. The status moves from Draft to Submitted, and the submitted revision is frozen so the reviewer can decide a stable set of content.
Sales Manager records Approve, Reject or Return with a reason against the submitted revision. The approving decision must remain connected to the operation evidence that identifies the particular commitment.
Relationship Owner follows the agreed correction path for rejected or returned work. Prepare the corrected content for another review instead of editing the submitted revision underneath an existing decision. Approved work can proceed toward evidence-backed completion.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.