Proposal Workflow
Phase 2 Proposal
Open a Phase 1 request, complete only the proposal-specific details, preview, then finalize the proposal revision.
Waiting for staff login
Start
Open proposal work
Import Proposal Request / Case File
For Agent requests or a downloaded historical .homax.json case file.
Open Existing Proposal
Sales sees only own cases. Proposal Admin and Superadmin can search all proposal cases.
Direct from Calculator
If you clicked Continue to Phase 2 in Phase 1, that request loads here automatically.
No direct request detected.
Current Case
Proposal
Proposal Details
Page 5 — HQ-permitted specifications
Only items marked editable by HQ appear here. Leave blank to keep the HQ standard wording.
Payment Schedule
Preview
13-page Proposal Preview
Pages 1, 4, 5 and 6 use the proposal data; other pages preserve the fixed Homax proposal design.