With the proposal review process in Ignition, draft proposals can now be marked as Request for Review to be reviewed, edited and approved by a partner.
Requesting a review will add a new status to the proposal and provide an opportunity to add an assignee and internal note.
Let's learn how the proposal review process works in Ignition!
How to use the proposal review process
To request a review, in the Pipeline tab → select a draft proposal. Select Actions → click Request review.
Select the assignee and add an optional internal note to outline what needs to be reviewed on the proposal.
A review status will be added to the proposal and viewable in the Review filter of the Pipeline tab.
Once the proposal is in ‘Review’ there will be additional actions to indicate whether a proposal needs to be edited or is ready to send:
The review states are only sub-states of a draft proposal. This means that you can still action anything you'd like as if it were a draft proposal.
For example, a draft proposal can be marked as Review and can still be sent to a client.
Proposals for review will appear in the Review filter in the Pipeline tab. This list can be filtered by the Assignee to easily see what proposals need to be reviewed, edited or approved for sending.
Currently, assignees will not be notified when a draft proposal is assigned to them as part of the review process.
Once a proposal is Sent, Moved to Awaiting Acceptance or Marked as lost - the proposal will no longer have a review state.
In-app notifications and emails for assignees and changes in the review process aren't available for this feature. If you'd like to provide feedback, check out our What's New page here.
Can all users update the review status?
Yes - proposals can be moved in any review status by any user.
Why are my proposals for review are being counted in the Draft segment of Pipeline?
Review statuses are only a sub-status of draft proposals, meaning the proposals are still classified as being in draft in Pipeline, Exports and the Client summary.