PROP TEST-PROP-003 UC: UC-9.3

Edit Proposal in Builder

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Prerequisites

Role: Sales Rep

Email: s.wallace.test@circlemsp.com

Password: MyPassw0rd123!

# Action Expected Result Screenshot Result

Open a proposal in the Proposal Builder (dialog with three columns)

The Proposal Builder opens displaying the proposal in a three-column layout

Verify the left column shows: status, company, valid-until date, and metadata

Left column displays proposal status, linked company, valid-until date, and metadata fields

Edit the proposal title and tab away from the field

The title auto-saves after losing focus; no manual save button is needed

Click the Add button between sections and add a new Text section

A new Text section is inserted at the chosen position

Enter text content in the rich text editor for the new section

Text is entered and displayed with formatting options available

Add a Splash section (hero image + text)

A Splash section is added with fields for hero image and text

Add a Solution section that references a configured solution with pricing

A Solution section is added showing the referenced solution and its pricing data

Reorder sections by drag-and-drop

Sections change position in the proposal layout after drag-and-drop

Remove a section by clicking its delete/remove control

The section is removed from the proposal

Switch preview mode between Builder, Webpage, and PDF and verify each renders

Each preview mode renders the proposal content in its respective format