Proposal Changes
Overview
Proposal changes are audit events related to proposal records, pricing, status, client information, or content where supported.
What this feature does
They help teams review how proposals changed before acceptance or rejection.
Why it is useful
- Proposals often contain pricing and commercial terms.
- Proposal changes may affect client expectations.
- Audit history helps sales and finance teams review approval steps.
Who should read this?
Sales Manager, Finance Manager, RISE Admin.
Where to find it
Rise Audit Pro → Finance Audit Trail, or Activity Log filtered by proposal entity.
How to use it
- Open Finance Audit Trail.
- Filter by proposal entity.
- Review proposal change events.
- Open diff where available.
- Compare with estimate or contract events if the workflow continues.
Example workflow
A proposal discount changes before it is sent to a client. The manager reviews the event and confirms who changed the discount.
Screenshot
Screenshot required
Capture from: Rise Audit Pro → Finance Audit Trail → Proposal events
Capture from: Rise Audit Pro → Finance Audit Trail → Proposal events
Common mistakes
- Treating proposals as non-financial records.
- Ignoring content changes that affect commercial terms.
- Not reviewing who changed proposal status.
Related articles
- Estimate Changes
- Contract Changes
- Finance Diff Viewer
