System use case specification generate and export commercial proposal - ESG-Project/documentation GitHub Wiki
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| Identification | UC16 |
| Use case | Generate and export commercial proposal |
| Actors | Administrator, Technician |
| Stakeholders and interests | Consulting company: Ability to generate a comprehensive commercial proposal document and export it for sharing with clients. |
| Pre-conditions | User is logged into the system as an administrator or technician; System has access to the saved proposal details in the database. |
| Minimum guarantees | System generates a proposal document without errors. |
| Success guarantees | User successfully generates and exports a commercial proposal document. |
Main Success Scenario
| User Action | System Response |
|---|---|
| 1. This use case begins when the user selects a completed proposal to generate the document | 2. The system retrieves the details of the selected proposal from the database |
| 3. The system compiles the proposal details into a comprehensive document format (e.g., PDF, DOCX) | |
| 4. The system provides an option for the user to download or export the generated document | |
| 5. The user downloads or exports the proposal document | 6. The system confirms the successful generation and export of the document |
Alternative Flows
3a Error during document generation
| User Action | System Response |
|---|---|
| 1. The system detects an error in generating the document | |
| 2. The system displays an error message to the user | |
| 3. The user retries the generation process | 4. The system returns to step 2 of the Main Success Scenario |
5a User cancels the export action
| User Action | System Response |
|---|---|
| 1. The user cancels the export action | 2. The system returns to the proposal details page without generating the document |
5b Document format selection
| User Action | System Response |
|---|---|
| 1. The user selects a specific document format (PDF/DOCX) | 2. The system generates the document in the selected format |
| 3. The system provides the download option for the selected format |
Special Requirements
- Document Format: The system must support export in common formats (PDF, DOCX).
- Proposal Details: The document must include all relevant details of the proposal, formatted clearly and professionally.
- Template System: The system must use a professional template for proposal generation.
- Company Branding: Generated documents must include company logo and branding elements.
- Preview Option: Users must be able to preview the document before export.
- Access Control: Only authorized users can generate and export proposals.