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Baitoey

Sale

B
Com7

Workspace

COM7 Public Company Limited

Total Documents

0

Pending Approval

0

Approved

0

Rejected / Declined

0

Recent Documents

ID Customer / Project Type Status Step Date

Documents

Create Document

Select a document template

# Document Name Business Unit Department Code Version

Project Registration

Sales Information

Company Information

Project Details

Customer Contact

Additional Information

POC — Proof of Concept

Role: Sale

Step 1 — Sale Request

Please select a customer

Please select a project

Required

Required

Approval Chain — POC Template

5-step approval flow. Select the SA for step 2 (step 4 will auto-fill).

#1Document Creator (You)

Auto-assigned to the person who submits the document

#2Solution Architect (SA)
#3Back to Document Creator

Returns to creator for funding request

#4Solution Architect (auto-filled from #2)
#5Final Approval (either one)
Role: Solution Architect

Step 2 — Actual Cost (SA)

Please enter the pricing calculator link

Please enter MRR

Total Actual Cost

---

Role: Sale

Step 3 — Funding Request (Sale)

Please enter funding amount

If funding amount is $3,000 USD or more, a proposal document is required. This will be attached in Step 4.

upload_file

Click to upload (multiple files)

Role: Solution Architect

Step 4 — Funding Pricing (SA)

Please enter the funding pricing link

upload_file

Click to upload (multiple files)

Approval Review

Step 5 — Approval & Summary

historyActivity Log

Member Management

Admin Only — Manage team members and permissions

TOTAL MEMBERS

0

ACTIVE

0

SALES

0

SA

0

ID Name Email Role Team Group Admin Leader Demo Status Action

Document Settings

Admin Only — Manage document templates and approval chains

Document Templates

# Name Business Unit Department Code Version Approval Chain Actions
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