Overview

You can assign reviewers to sections after the contents have been added and the proposal draft has been saved. Reviewers are notified via email when the assignment is made.

• Sections can be assigned for review only after the proposal has been saved.
• While editing a section, save the changes before assigning them for review.

Assigning section reviewers in Proposal Builder

1. Click the Section    icon to view the sections, then click Reviewer to assign reviewers.
2. Select the review type (Any, All, or Sequential) from the Section Review drawer, add the reviewers, and set the due date.
   Note: The assignor can click on the summary to directly access the Section Review drawer.
3. Click Confirm.
4. Check the Start Discussion about this section checkbox to initiate a discussion with the reviewers.
5. Click Done.
   • Sections that are in review can be identified by a banner at the top of the corresponding section.
   • When you hover over the reviewers' avatar icons, you will see a summary of the review.

Updating reviews

Section reviews can be updated/modified until the review is marked as complete. See Proposal Builder review process overview to learn more about updating reviews for different review types.

Cancelling reviews

Note: Only the assignor can cancel a section review.

1. On the corresponding section, click the reviewers avatar and select Cancel Review on the Section Review drawer.
2. Click Cancel Review on the confirmation pop-up.
   Note: Attempting to build the proposal when section reviews are pending displays a pop-up with the details of the pending reviews. The assignor can choose Cancel Review and proceed with generating the proposal.