The customer outcome belongs to the opportunity whose revision was reviewed. Proposal scope, next activity and customer evidence must remain connected so Sales Manager can explain why the deal advanced or closed. If a quoting system owns the commercial document, connect its reviewed reference to the opportunity before relying on it.
Relationship Owner supplies the scope and next activity against the current opportunity revision. Locate applicable inquiry decisions and attachments before asking the reviewer to act.
An eligible independent Sales Manager approves the locked revision through the configured proposal action. Record review decisions and the operation receipt that is returned unchanged on replay before advancing the opportunity to Proposal. Reject or Return retains the reason for further preparation.
Relationship Owner records supporting customer activity and uses Negotiation only when negotiation has started. A different material or drawing requirement needs revised scope and current review coverage; an earlier approval cannot silently cover it.
Relationship Owner supplies verified acceptance or loss evidence. Preserve the customer files and activity outcomes alongside the exact opportunity revision submitted for close.
An eligible independent Sales Manager verifies that revision and the supporting evidence. Won requires win date; Lost requires loss reason. Preserve prior expected USD sales value and all activity evidence when writing the guarded result.
Sales Manager compares the accepted result with the declared revision and effect. Auditor reads the original evidence and decision without using the sales estimate as invoiced or recognized revenue.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.