No Active Session
PROP TEST-PROP-003 UC: UC-9.3

Edit Proposal in Builder

Userback Reference: Loading...

Prerequisites

  • A draft proposal exists (UC-9.2)

Test Credentials

Role: Sales Rep
Email: s.wallace.test@circlemsp.com
Password: MyPassw0rd123!

Test Steps

# Action Expected Result Screenshot Result
1
Open a proposal in the Proposal Builder (dialog with three columns)
The Proposal Builder opens displaying the proposal in a three-column layout
-
2
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
-
3
Edit the proposal title and tab away from the field
The title auto-saves after losing focus; no manual save button is needed
-
4
Click the Add button between sections and add a new Text section
A new Text section is inserted at the chosen position
-
5
Enter text content in the rich text editor for the new section
Text is entered and displayed with formatting options available
-
6
Add a Splash section (hero image + text)
A Splash section is added with fields for hero image and text
-
7
Add a Solution section that references a configured solution with pricing
A Solution section is added showing the referenced solution and its pricing data
-
8
Reorder sections by drag-and-drop
Sections change position in the proposal layout after drag-and-drop
-
9
Remove a section by clicking its delete/remove control
The section is removed from the proposal
-
10
Switch preview mode between Builder, Webpage, and PDF and verify each renders
Each preview mode renders the proposal content in its respective format
-

Acceptance Criteria