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Assigning Proposal Review in Proposal Builder

Overview

Once the proposal is built and in the ready state, a proposal review can be initiated from one of the following ways:

  1. Proposal Preview page
    PB - Assign Proposal Reviewers.png

  2. Proposal list page
    PB - Assign Proposal Reviewer - List Page.png
    Note: Proposal Review column must be enabled from the Column Customizer.
    PB - Add Proposal Review Column.png

Select the applicable tab for your edition of Responsive.

  • To assign reviewers for a proposal, follow the steps below.

    Click Add Reviewers after you have built the proposal or click [i] Add Reviewer.png on the Proposal list page to assign reviewers.

    PB - Assign Proposal Reviewers.png

    Select from Any, All or Sequential review type on the Proposal Review drawer. Click here to learn more about the review types.

    PB - Proposal Review Type.png

    Next, add the reviewers.

    PB - Add Proposal Reviewers.png

    Optionally, click Set Due Date to set the due date.

    PB - Proposal Review - Set Due Date.png

    Choose the date and click Confirm.

    PB - Confirm Proposal Due Date.png

    To initiate a discussion with the reviewers, check the Start Discussion about this proposal checkbox and enter the message in the input box.

    PB - Start Discussion with Proposal Reviewers.png

    Click Done to set the review.

    PB - Proposal Review - Done.png

    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.

    PB - Proposal in review.png

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

    Update Review

    Proposal review 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 proposal review, click the reviewers avatar icon and select Cancel Review on the Proposal Review drawer.

    PB - Cancel Proposal Review.png

    Click Cancel Review on the confirmation popup.

    PB - Cancel Review Confirmation.png
    Note: Only the assignor can cancel the proposal review.

    Attempting to download or share the proposal when proposal review is pending displays a pop-up with the details of the pending review. The assignor can choose Cancel Review and proceed with downloading the proposal or sharing it.
    PB - Proposal Review Pending.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.

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

    Click Add Reviewers after you have built the proposal or click [i] Add Reviewer.png on the Proposal list page to assign reviewers.

    PB - Assign Proposal Reviewers.png

    Select from Any, All or Sequential review type on the Proposal Review drawer. Click here to learn more about the review types.

    PB - Proposal Review Type.png

    Next, add the reviewers.

    PB - Add Proposal Reviewers.png

    Optionally, click Set Due Date to set the due date.

    PB - Proposal Review - Set Due Date.png

    Choose the date and click Confirm.

    PB - Confirm Proposal Due Date.png

    To initiate a discussion with the reviewers, check the Start Discussion about this proposal checkbox and enter the message in the input box.

    PB - Start Discussion with Proposal Reviewers.png

    Click Done to set the review.

    PB - Proposal Review - Done.png

    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.

    PB - Proposal in review.png

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

    Update Review

    Proposal review 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 proposal review, click the reviewers avatar icon and select Cancel Review on the Proposal Review drawer.

    PB - Cancel Proposal Review.png

    Click Cancel Review on the confirmation popup.

    PB - Cancel Review Confirmation.png
    Note: Only the assignor can cancel the proposal review.

    Attempting to download or share the proposal when proposal review is pending displays a pop-up with the details of the pending review. The assignor can choose Cancel Review and proceed with downloading the proposal or sharing it.
    PB - Proposal Review Pending.png

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