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PROP TEST-PROP-007 UC: UC-9.7

Submit Proposal for Approval

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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 that is in Draft status
The proposal opens displaying Draft status
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2
Click the Submit for Approval button
The system initiates the approval workflow
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3
Verify the proposal status changes to Pending Approval
Status indicator updates from Draft to Pending Approval
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4
Verify that designated approvers are notified (check the notification bell or email)
Approvers receive a notification about the pending proposal
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5
Verify the proposal is no longer editable while in Pending Approval status
Edit controls are disabled or hidden while the proposal awaits approval
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Acceptance Criteria

← View Proposal as External Recipient Approve or Reject a Proposal →