Overview

You can initiate a review once the proposal is built and in the Ready state.

Assigning proposal reviewers in Proposal Builder

Note: The Proposal Review column must be enabled from the Column Customizer in order to assign reviewers.

1. Click Add Reviewers, or click Reviewers   on the Proposal list page, to assign reviewers. 
2. Select the review type (Any, All or Sequential) from the Proposal Review drawer, add the reviewers, and set the due date.
   Note: The assignor can click on the summary to directly access the Proposal Review drawer.
3. Click Confirm.
4. Check the Start discussion about this section checkbox to initiate a discussion with the reviewers.
5. Click Done.
   • Proposal in review can be identified by a banner at the top of the proposal.
   • When you hover over the reviewers' avatar icons, you will see a summary of the review details.

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.