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Win the work · Review & approval

Nothing leaves without the right sign-off

Drafts move through review and approval, discounts over your threshold escalate, and the issue gate blocks anything incomplete.

Proposals → Review

In review · QP-2627-0031

Before it can be issued

  • All placeholders filled
  • No page overflows
  • Discount 12% approved by a second person
  • Approved by a business head

Commercials · comment

"Can we phase the policy refresh into a second milestone?"

Asha R., Business Head

ApproveSend back
A proposal in review with comments and the issue checklist

Draft, review, approve, issue

Analysts draft, business heads approve, finance owns commercials. Section-level permissions decide who may read and edit the general, technical and commercial parts.

Discount controls

A discount above your threshold needs a second approval, and the person who priced it cannot approve their own.

An issue gate

Unresolved placeholders, overflowing pages or missing approvals block issue. What the client receives is always complete.

Versions you can trust

Issued versions are immutable and kept as permanent PDF snapshots. Revisions are new versions; superseded ones stay visible, struck through.

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