Assigning Section Review in Proposal Builder

Overview

Reviewers can be assigned sections to review after the contents have been added and the proposal draft has been saved. Reviewers will receive an email notification when the assignment is made.

Note:

• 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.

To assign reviewers for a section, follow the steps below.

1. Click icon to view the sections.
2. Click on a section to assign reviewers.
3. Select from Any, All or Sequential review type on the Section Review drawer. Click here to learn more about the review types.
4. Next, add the reviewers.

5. 

6. Optionally, click Set Due Date to set the due date.
7. Choose the date and click Confirm.
8. To initiate a discussion with the reviewers, check the Start Discussion about this section checkbox and enter the message in the input box.

9. Click Done to set the review.

Sections 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.

Note: Assignor can click on the summary to directly access the Section Review drawer.

Update Review

Section reviews can be updated/modified until the review is marked as complete. Refer this article to learn more about updating reviews for different review types.

Click Done to save the changes.

Cancel Review

To cancel section review:

1. Click the reviewers avatar icon on the corresponding section and select Cancel Review on the Section Review drawer.
2. Click Cancel Review on the confirmation popup.

Note: Only the assignor can cancel a section review.

3. 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.