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PROP TEST-PROP-007 UC: UC-PROP-002

Edit Proposal in Builder

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Test Credentials

Role: Executive
Email: s.hayden.test@circlemsp.com
Password: MyPassw0rd123!

Test Steps

# Action Expected Result Screenshot Result
1
Open proposal in Draft status
Proposal builder loads
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2
Verify section list on left
All sections listed
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3
Verify preview on right
Proposal preview visible
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4
Click on “Executive Summary” section
Section editor opens
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5
Edit section content
Rich text editor available
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6
Drag a section to reorder
Section moves to new position
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7
Click “Add Section”
Section options appear
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8
Add optional section
New section added to proposal
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9
Click “Remove” on optional section
Section removed
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10
Verify auto-save or click “Save”
Changes saved
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11
Verify preview updates
Preview reflects changes
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Acceptance Criteria

Rep Views Accepted Proposal →