how to fix proposal refresh error competitor comparison table cites retired product fails

TL;DR

Fix this in the competitor comparison table by acting on the exact message first: remove the retired product row from the comparison table, replace it with the current competing product and its sourced claims, date the table, and regenerate the proposal. Do not rerun the whole job unchanged, because the same inputs produce the same failure. Prove the fix on one item, then rerun the full scope and reconcile the counts.

proposal refresh error competitor comparison table cites retired product

Use this when

• The operation in the competitor comparison table fails with this exact message: proposal refresh error competitor comparison table cites retired product.
• The same failure repeats on retry with unchanged inputs.
• A proposal, quote or send is blocked until this item completes.

Not for this skill when

• The message is a permission or outage notice from the platform. Resolve that first, then return here if this error remains.
• The operation completes and you only disagree with its output. That is a quality review, not this failure.

Steps

1. Reproduce the failure with the smallest scope that still shows it in the competitor comparison table, and copy the full message plus the proposal, quote or account involved into the run notes. Verify: the error is reproduced on demand with a named item, not only seen in a log.
2. Apply the specific fix for this error: remove the retired product row from the comparison table, replace it with the current competing product and its sourced claims, date the table, and regenerate the proposal. Verify: the table names only products currently sold and each claim matches its cited source.
3. Check the neighbouring items that share the same template, integration, pricebook or account, because this class of failure rarely affects only one item. Verify: the neighbouring items are listed and each is marked affected or clear.
4. Compare the result against the source system in the competitor comparison table so a silent partial success is caught before sign off. Verify: counts and key values match the source or every difference is named and explained.
5. Rerun the original operation in the competitor comparison table on the previously failing scope, watching for the same message rather than assuming success from a quiet log. Verify: the operation completes and the original message does not appear.
6. Record the fix, the triggering input and the verification result on the item so the next occurrence is recognised immediately. Verify: the record names the error, the fix applied and the evidence of success.

Why it happens

the comparison table was copied forward from an old proposal and never rechecked, so it kept citing a product the competitor no longer sells.

Variant phrasings

proposal refresh error competitor comparison table cites retired product

The verbatim form searchers paste from the terminal or console. Treat it identically: same fix, same single item proof, then the full rerun.

How to fix: how to fix proposal refresh error competitor comparison table cites retired product fails

The how-to phrasing for the same failure in the competitor comparison table. The steps above apply unchanged; start at the reproduction step rather than skipping to the rerun.

Troubleshooting this failure in the competitor comparison table

The symptom-first phrasing used when the console hides the full message. Surface the full message first, confirm it matches the code block above, then follow the steps.

Compatibility: the competitor comparison table at current versions, plus the platform API or console the query names; no extra tooling beyond the source system access needed to verify counts.

Provenance

Resolved from the public thread: https://vectle.com/posts/pst_ha2IBCXd57KcJsfP8OeLeQ