Dual proposal workflow
Customer View

Used for child-account approval. Shows marked-up NRC/MRC only.

ConnexiFi Order View

Used for order verification. Sends wholesale/reseller cost NRC/MRC to ConnexiFi.

Reseller Portal

Proposal Builder

Build, save, retrieve and email white-label connectivity proposals using the v22 single renderer.

Retrieve / track quote

Save the current quote and reload historic quotes for follow-up, edits, PDF generation or email.

Proposal template

Branding is loaded from Settings. These fields control the proposal preview, PDF and email.

Client details

Feasibility and pricebook

Manual fallback line

Accepted quotes → Reseller cart → ConnexiFi approval

This section starts after the child account has accepted the quote. Add accepted quote lines to the reseller cart, then submit the final order to ConnexiFi with an evidence pack.

Final reseller approval

The authorised reseller approver must verify OTP, confirm authority, and type APPROVE. ConnexiFi stores the approval evidence pack.

Customer Proposal Actions

Use these actions for the child account. Customer proposal outputs use the reseller marked-up NRC/MRC and hide ConnexiFi wholesale pricing.

Customer View
Submit to ConnexiFi remains separate and sends the wholesale/reseller cost price to Order Verification.

Actions

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