Assigning Proposal Review in Proposal Builder

Overview

Once the proposal is built and in the ready state, a proposal review can be initiated. To assign reviewers for a proposal, follow the steps below:

1. Click Add Reviewers after you have built the proposal or click on the Proposal list page to assign reviewers. 

   Note: Proposal Review column must be enabled from the Column Customizer.

   

2. Select from Any, All or Sequential review type on the Proposal Review drawer. Click here to learn more about the review types.
3. Next, add the reviewers.
4. Optionally, click Set Due Date to set the due date.
5. Choose the date and click Confirm.
6. To initiate a discussion with the reviewers, check the Start Discussion about this proposal checkbox and enter the message in the input box.
7. Click Done to set the review.

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.

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

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

2. Click Cancel Review on the confirmation popup.

   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.