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Proposal Builder Review Process Overview

Overview

The Review feature in Proposal Builder streamlines the process of evaluating and refining proposals. It ensures that all stakeholders can collaborate efficiently, providing feedback and making necessary adjustments before finalizing a proposal.

Permissions Required

  • User roles with Assign Reviewer permission can assign sections or proposals review.
  • Users with permission to Create and Edit Proposals can be assigned as Reviewers.

Select the applicable tab for your edition of Responsive.

  • Review Types in Proposal Builder

    Proposal Builder provides three distinct review types for a comprehensive and flexible review process. These cater to both individual proposal sections and the complete proposal, accommodating various workflows and preferences.

    PB - Review Types.png

    Any

    This type allows any one of the assigned reviewers to complete the review.

    Process:

    • A notification email is sent to all the reviewer(s).
    • The Complete Review option is available to all designated reviewers.
    • Once any reviewer completes the review, the Complete Review option is replaced by a tooltip showing completion information on hover.

    All

    This type requires all assigned reviewers to complete the review.

    Process:

    • A notification email is sent to all the reviewer(s).
    • The Complete Review button is available to all designated reviewers.
    • Each reviewer must complete the review individually.
    • The section/proposal review is considered complete only when all reviewers have finished their reviews.
    • Once all the reviewers complete the review, the Complete Review option is replaced by a tooltip showing completion information on hover.

    Sequential

    This type sets an order for the reviewers to follow.

    Process:

    • The assignor sets the order of the review.
    • A notification email is sent to all reviewers, but only the reviewer whose turn it is will have the Complete Review button enabled.
    • Once a reviewer completes their review, the next reviewer in the order will have the Complete Review option available to them.
    • The section/proposal review is complete when all reviewers have finished their reviews.
    • Once all the reviewers complete the review, the Complete Review option is replaced by a tooltip showing completion information on hover.

    Note: These review types apply to both individual sections and entire proposals.

    Due Date and Review Reminders

    To set a due date for the review/reviewer click Set Due Date.

    PB - Due Date.png

    Select the date and click Confirm.

    PB - Set Review Due Date.png

    Once the due date is set, click Change Date to update it.

    PB - Update Due Date.png

    To send a reminder for a reviewer, click Send Reminder.

    PB - Send Reminder.png

    The management of due dates varies slightly based on the review type:

    • Any and All Review Types:
      • The due date is set for the review and applies to all the reviewers.
      • The assignor can send reminders to individual reviewers using the Send Reminder option. This option is available every 24 hours.
    • Sequential Review Type:
      • Each reviewer can have a specific due date.
      • Due date for a reviewer can only be set to a date after the due date of the previous reviewer.

    Reopen Review

    After a review is completed, you can reopen it by clicking Reopen. This allows you to add or remove reviewers and update due dates.

    PB - Reopen Review.png

    Note:

    • Individual reviews can be reopened in the All review type.
    • Reopening review for Any or Sequential types, the entire review chain is reopened.
      PB - Reopen Review - Seq & All.png

    Update Review

    Reviews in Proposal Builder can be modified until the section/proposal review is marked as completed. If the section or proposal review is completed, you will have to reopen the review.

    Review types All or Sequential can be updated until all the reviewers have marked it as complete. In the case of Any, the review type can be updated only if none of the users have completed it.

    • Any: Updating the reviewers list and due date for the review are only allowed if none of the reviewers have completed their review.
    • All: Updating the reviewers list and due dates with the exception of the ones who have already completed the review, are allowed until all reviewers complete the review.
    • Sequential: Similar to the All review type, the reviewers list, due dates and additionally, the order of the reviews can be updated for the reviewers who are yet to complete the review.
      Note: In Sequential review with individual due dates, you can only rearrange reviewers. To adjust the deadlines for each reviewer, individual updates are required.

    Click Done to save the changes.

    Discussions

    The review process leverages a collaborative discussion feature. The assignor can initiate a discussion from the Section Reviewer or Proposal Reviewer drawer. This facilitates information sharing and helps the assignor set the context for reviewers.

    Reviewers can also utilize the thread for posing questions and engaging in discussions about the proposal.

    To initiate a discussion with the reviewers, check the Start Discussion about this section or Start Discussion about this proposal checkbox.

    Enter the message in the input box and click Send.

    PB - Start Discussion with Reviewers.png

    The discussion thread can be accessed by clicking [i] Discussions Icon.png on the top bar.

    Note:

    • For section review, the section name is included in the discussion thread.
    • Initiating a discussion for a section will automatically @mention the selected reviewers.

    Cancel Review

    To cancel section/proposal review, click the reviewers avatar icon on the corresponding section/proposal and select Cancel Review.

    PB- Cancel Review.png

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Review Types in Proposal Builder

    Proposal Builder provides three distinct review types for a comprehensive and flexible review process. These cater to both individual proposal sections and the complete proposal, accommodating various workflows and preferences.

    PB - Review Types.png

    Any

    This type allows any one of the assigned reviewers to complete the review.

    Process:

    • A notification email is sent to all the reviewer(s).
    • The Complete Review option is available to all designated reviewers.
    • Once any reviewer completes the review, the Complete Review option is replaced by a tooltip showing completion information on hover.

    All

    This type requires all assigned reviewers to complete the review.

    Process:

    • A notification email is sent to all the reviewer(s).
    • The Complete Review button is available to all designated reviewers.
    • Each reviewer must complete the review individually.
    • The section/proposal review is considered complete only when all reviewers have finished their reviews.
    • Once all the reviewers complete the review, the Complete Review option is replaced by a tooltip showing completion information on hover.

    Sequential

    This type sets an order for the reviewers to follow.

    Process:

    • The assignor sets the order of the review.
    • A notification email is sent to all reviewers, but only the reviewer whose turn it is will have the Complete Review button enabled.
    • Once a reviewer completes their review, the next reviewer in the order will have the Complete Review option available to them.
    • The section/proposal review is complete when all reviewers have finished their reviews.
    • Once all the reviewers complete the review, the Complete Review option is replaced by a tooltip showing completion information on hover.

    Note: These review types apply to both individual sections and entire proposals.

    Due Date and Review Reminders

    To set a due date for the review/reviewer click Set Due Date.

    PB - Due Date.png

    Select the date and click Confirm.

    PB - Set Review Due Date.png

    Once the due date is set, click Change Date to update it.

    PB - Update Due Date.png

    To send a reminder for a reviewer, click Send Reminder.

    PB - Send Reminder.png

    The management of due dates varies slightly based on the review type:

    • Any and All Review Types:
      • The due date is set for the review and applies to all the reviewers.
      • The assignor can send reminders to individual reviewers using the Send Reminder option. This option is available every 24 hours.
    • Sequential Review Type:
      • Each reviewer can have a specific due date.
      • Due date for a reviewer can only be set to a date after the due date of the previous reviewer.

    Reopen Review

    After a review is completed, you can reopen it by clicking Reopen. This allows you to add or remove reviewers and update due dates.

    PB - Reopen Review.png

    Note:

    • Individual reviews can be reopened in the All review type.
    • Reopening review for Any or Sequential types, the entire review chain is reopened.
      PB - Reopen Review - Seq & All.png

    Update Review

    Reviews in Proposal Builder can be modified until the section/proposal review is marked as completed. If the section or proposal review is completed, you will have to reopen the review.

    Review types All or Sequential can be updated until all the reviewers have marked it as complete. In the case of Any, the review type can be updated only if none of the users have completed it.

    • Any: Updating the reviewers list and due date for the review are only allowed if none of the reviewers have completed their review.
    • All: Updating the reviewers list and due dates with the exception of the ones who have already completed the review, are allowed until all reviewers complete the review.
    • Sequential: Similar to the All review type, the reviewers list, due dates and additionally, the order of the reviews can be updated for the reviewers who are yet to complete the review.
      Note: In Sequential review with individual due dates, you can only rearrange reviewers. To adjust the deadlines for each reviewer, individual updates are required.

    Click Done to save the changes.

    Discussions

    The review process leverages a collaborative discussion feature. The assignor can initiate a discussion from the Section Reviewer or Proposal Reviewer drawer. This facilitates information sharing and helps the assignor set the context for reviewers.

    Reviewers can also utilize the thread for posing questions and engaging in discussions about the proposal.

    To initiate a discussion with the reviewers, check the Start Discussion about this section or Start Discussion about this proposal checkbox.

    Enter the message in the input box and click Send.

    PB - Start Discussion with Reviewers.png

    The discussion thread can be accessed by clicking [i] Discussions Icon.png on the top bar.

    Note:

    • For section review, the section name is included in the discussion thread.
    • Initiating a discussion for a section will automatically @mention the selected reviewers.

    Cancel Review

    To cancel section/proposal review, click the reviewers avatar icon on the corresponding section/proposal and select Cancel Review.

    PB- Cancel Review.png

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