Create Proposal from Solution | Circle USP

Test Credentials

Role: Executive

Email: s.hayden.test@circlemsp.com

Password: MyPassw0rd123!

Test Steps

# Action Expected Result Screenshot Result

1

From opportunity, click “Create Proposal”

Proposal wizard opens

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2

Step 1: Select Solution

Solution dropdown shows options

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3

Select: Option A - Full Refresh

Solution selected

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4

Click “Next”

Proceed to template step

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5

Step 2: Select Template

Template options displayed

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6

Select: Standard Proposal

Template selected

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7

Click “Next”

Proceed to sections step

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8

Step 3: Configure Sections

Default sections listed

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9

Drag “Executive Summary” to top

Reordering works

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10

Click “Create Proposal”

Proposal created

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11

Verify redirect to builder

Proposal builder loads

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12

Verify proposal status: Draft

Status badge shows Draft

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Acceptance Criteria

Test Data Created

Proposal in Draft status

← Preview Proposal PDF