When you press the "Approve" button:
- You approve the proposal;
- You declare that you have carefully read the contents of the proposal and accept it for all stated purposes;
- You declare that the approval given is an electronic representation equivalent to a signature on paper.
- Your decision is recorded in the "Completion Certificate", which is automatically generated and added at the end of the proposal.
Once the approval process is complete, all signatories will receive an email with the proposal PDF including the certificate attesting the approval.
When you press the "Pre-Approve" button:
- The proposal is Pre-Approved, authorizing receipt of a new version of the proposal with new information complementing the currently presented terms;
- You declare that you have carefully read the contents of the proposal and accept it for all stated purposes;
- You declare that the approval given is an electronic representation equivalent to a signature on paper.
- Your decision is recorded in the "Completion Certificate", which is automatically generated and added at the end of the proposal.
Once the pre-approval process is complete, all signatories will receive an email with the proposal PDF including the certificate attesting the pre-approval.
By pressing the "Save" button:
- The quote options are saved and locked, formalizing your selection.
Please complete the quote options before saving.
You must select at least one option (or choose an alternative in each required group).
Choose an option in the following cases:
Confirmation:
- Your quote options were saved successfully;
- To finish the approval process, click "Continue".
By pressing the "Flunk" button:
- Flunks the proposal and ends the negotiation;
- Your decision is recorded in the "Completion Certificate", which is automatically generated and added at the end of the proposal.
When you press the "Change" button:
- The change request is sent to the sales representative;
- The current proposal is flunked, to allow the new version of the proposal;
- Your decision is recorded in the "Completion Certificate", which is automatically generated and added at the end of the proposal.
When you press the "Cancel" button:
- The change request for the proposal is cancelled;
- The negotiation is ended.
When you press the "Accept" button:
- You agree to receive a new version of the proposal;
- The current proposal is flunked, to allow the new version of the proposal;
- Your decision is recorded in the "Completion Certificate", which is automatically generated and added at the end of the proposal.
When you press the "Reject" button:
- You decline to receive a new version of the proposal;
- The proposal remains unchanged.
When you press the "Void" button:
- A request to void the proposal is sent to the sales representative;
- If the request is accepted, the "Completion Certificate" will be updated with the void request and the sales representative's acceptance.
Once the void process is complete, all signatories will receive an email with the proposal PDF including the certificate attesting the void.
When you press the "Cancel" button:
- The void request for the proposal is cancelled;
- The proposal remains in the approved state.
When you press the "Accept" button:
- You accept the void request and the proposal is voided;
- The "Completion Certificate" is updated with the sales representative's void request and your acceptance.
Once the void process is complete, all signatories will receive an email with the proposal PDF including the certificate attesting the void.
When you press the "Reject" button:
- You reject the void request and the proposal remains approved.
- The proposal was withdrawn and the negotiation is considered ended;
- By viewing this notice, the withdrawal notification is considered delivered. The current viewing of the proposal and the corresponding notification are recorded in the "Completion Certificate", which is automatically generated and added at the end of the proposal;
- The proposal will no longer be accessible within 72 hours.
For more information, please contact the sales representative.
When you press the "Accept" button:
- You accept the withdrawal of the proposal and the negotiation is ended;
- Your decision is recorded in the "Completion Certificate", which is automatically generated and added at the end of the proposal.
When you press the "Reject" button:
- You reject the withdrawal of the proposal;
- The proposal remains unchanged.
You are accessing the Proposal via a link intended for the Client.
To continue, please choose one of the ways to view the document.
Log In as Client
- The document will be in decision mode; if the client has a decision-maker or signer profile, they can make decisions about the document.
- Visit statistics will be recorded.
Log In as User
- The document will be in view-only mode;
- No visit statistics will be recorded.
Note: the metadata recorded for a decision will be the same as the user's, since the device and browser are the same.
You are accessing the Document via a link intended for the Client.
To continue, please choose one of the ways to view the document.
Log In as Client
- Visit statistics will be recorded.
Log In as User
- No visit statistics will be recorded.
In Client View Simulation Mode, actions are not performed.
When you click "Confirm" to change the quote options:
- The quote options will be unlocked for selection.
- Decisions made so far (signatures) will be deleted.