Overview

The Proposal Builder review feature 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

• 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.

Proposal Builder review types

There are three distinct review types - Any, All, or Sequential - providing a comprehensive and flexible review process. These cater to both individual proposal sections and the complete proposal, accommodating various workflows and preferences.

Any

This type allows any one of the assigned reviewers to complete the review.
Note: These review types apply to both individual sections and entire proposals.

• 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.

• 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.

• 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.

Setting due dates and sending review reminders

1. Click Set Due Date and select the date.
2. Click Confirm.
   Note: Once the due date is set, you can click Change Date to update it.
3. Click Send Reminder to send a reminder for a reviewer.
   • 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.

Updating reviews

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 to add or remove reviewers and update due dates.

• Individual reviews can be reopened in the All review type.
• Entire review chains can be reopened for Any or Sequential types.

Reopening reviews

1. Click Reopen.
   
2. Add or remove reviewers and update due dates as needed.
   • 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.
3. Click Done.

Cancelling reviews

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

Using review discussions

The review process leverages a collaborative discussion feature to set the context for reviewers. Assignors can initiate discussions from the Section Reviewer or Proposal Reviewer drawer. Reviewers can also use threads for posing questions and engaging in discussions about the proposal.

Starting discussions

1. Check the Start Discussion about this section or Start Discussion about this proposal checkbox.
2. Enter the message in the input box and click Send.

Accessing discussions

Click the Discussions icon on the top bar.

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