Notifications on Proposal Submit Merged

Feature Request: Notifications on Proposal Submit

Summary:
Enable automated email notifications to proposal managers and designated CC recipients whenever a proposal is submitted, ensuring all relevant stakeholders are promptly informed without relying on manual communication.

Problem Statement:
Today, proposal submission does not consistently trigger timely communication to the people who need to act next, particularly pricing and proposal managers. As a result, pricing teams may not know when a proposal has been submitted, causing delays, last-minute rushes, and potential misalignment with deadlines or customer expectations. Relying on manual emails or ad-hoc communication is error-prone and inefficient.

Proposed Solution:
Implement an automated notification system that sends emails when a proposal is submitted.

• Allow configuration of primary recipients (e.g., proposal managers) and CC lists (e.g., pricing team, key stakeholders) at the workspace, proposal type, or template level.

• Include key proposal details in the notification (proposal ID, title, customer, due date, owner, submission timestamp, and relevant links).

• Support role-based targeting so that notifications can be routed to users with specific roles (e.g., “Proposal Manager,” “Pricing Analyst”).

• Provide basic customization of the email subject and body to align with organizational standards.

• Log notifications in the system (e.g., activity history) for traceability.

Benefits:

• Ensures pricing and proposal managers are immediately aware of new submissions.

• Reduces delays and manual follow-up, improving turnaround time and operational efficiency.

• Lowers the risk of missed or overlooked proposals by creating a consistent, automated communication step.

• Increases transparency and coordination across teams involved in proposal review and pricing.