Once your admin sets up design approval, the user to whom email notifications are assigned will be notified when a design approval is necessary.
In the AI-Assisted design tool, sales reps can switch between several modes: Default, NREL (Assisted Design) and NREL (Manual Design). If a sales rep switches to any other design mode that is not Default, the design must be reviewed before the proposal can be financed.
Submitting an AI-Assisted Design for Approval
When designing with the AI-Assisted design tool, sales reps will need approval for design if they select NREL (Assisted Design) or NREL (Manual Design) modes from the “Mode” dropdown.
Once the design is complete, click “Save”.
After saving, a message will appear at the top of the page indicating that the design is pending approval.
Approving a Design
Follow the steps below to approve a design.
Step 1: The approver will receive an email notification once the design approval is requested. From the email, click on the proposal URL.
Step 2: Click “Approve” to approve the design.
Step 3: Once the design is approved, the sales rep can finance the proposal.
Rejecting a Design
Follow the steps below to reject a design.
Step 1: The approver will receive an email notification once the design approval is requested. From the email, click on the proposal URL.
Step 2: Click “Reject” to reject the design.
Step 3: Enter the reason for rejecting the design, then click “Save”.
Step 4: The proposal owner will be notified of the design rejection and can see your comment in the proposal header.
Step 5: After editing the design, the approval request will be sent again if the requirements for design approval are met.
