Proposals to be Completed tile
This Dashboard tile holds all proposals:
- you have started but not completed
- risks that are in the process of being modified/edited
To complete a proposal you must select Generate Quote from the Risk Summary page, after which time it will move to another tile - typically Quoted Risks or SAU Risks Pending.
There is no time limit for holding a proposal under this tile. Any new proposal you create will be auto-saved into your account after you complete the first tab of the proposal and move onto another tab.
Quick tip! You can remove a risk that is In Progress from your account by selecting Withdraw Risk from any page of the risk proposal.