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.
New proposals show an Edit Phase 1 button. Historical proposals remain Phase-1 read-only.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
This is a historical proposal. The original Phase 1 calculation is read-only; existing Phase 2 details and revision history remain accessible.
Proposal Details
Page 5 — HQ-permitted specifications
Only items marked editable by HQ appear here. Leave blank to keep the HQ standard wording.
Warranty Breakdown Section
Optional Page 5 section below Inverters & Batteries. One title with a maximum of 3 rows.
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.