A proposal moves through statuses from first draft to outcome. Most you set yourself on the pipeline board. Approval is different: it comes only from the reviewers you ask, so no one can mark a proposal approved by moving it.
Statuses
Proposals in the sidebar opens the Proposal Pipeline board, with one column per status:
- Draft: being written. New proposals start here.
- In Review: a review has been requested. A draft moves here by itself when someone requests a review of it.
- Awaiting Approval and Final Review: stages your team can use to track progress; you set them by dragging.
- Approved: every reviewer's latest decision is an approval. Only reviews set this.
- Submitted: sent to the buyer.
- Won and Lost: the outcome. Dragging a card to either one keeps the proposal as submitted, records the outcome and opens a form to record details about it.
Reviews can also set a proposal to changes requested or rejected, as described below.
To change a status, drag the card to another column. If the change fails, the card goes back and the board shows the reason.
Review and approval
Reviews are requested and decided on the Approvals page at /dashboard/approvals. You can also reach it from the Pending Review card on the dashboard.
To request a review:
- Select Request Review.
- Choose the Proposal and the Reviewer.
- Choose the Review Type: Pink Team, Red Team, Black Hat or Gold Team, or a standard type such as Final Approval, Manager Approval, Legal Review or Pricing Review. A Black Hat review also asks which competitor the session analyzed.
- Optionally add notes for the reviewer, then select Request Review.
The page's tabs are Pending, Approved, Rejected and All. The Pending tab counts the reviews waiting for you. Each pending request shows Overdue or the hours left, such as "18h left", against its due date, and the Overdue Reviews figure counts those past due.
To decide a review assigned to you:
- Find it under Pending and select Review.
- Optionally type feedback.
- Select Approve, Request Changes or Reject.
The assigned reviewer decides a review from the Approvals page; the Review button appears only on requests assigned to you. A decided review cannot be changed; request a new one instead.
After each decision, Propivix looks at the latest request for each reviewer and review type on the proposal:
- If any is rejected, the proposal becomes rejected.
- Otherwise, if any has changes requested, the proposal becomes changes requested.
- Otherwise, if any is still pending, the proposal's status does not change yet.
- When every one is approved, the proposal becomes Approved.
So one reviewer's approval never overrides another reviewer's rejection. A new request to the same reviewer for the same review type replaces their earlier decision, which is how you get a fresh verdict after making changes.
Approval does not check the proposal's content. Before you submit, run the checks in The quality gate by preparing submission files.
Why a card cannot be dragged to Approved
The pipeline board refuses a drop into the Approved column. The card stays where it was, and the board explains that approval is recorded through the review workflow.
This is deliberate. Approved means the reviewers you asked have all approved. If anyone could drag a card there, the column would no longer tell you that. Propivix refuses the change on the server too, so no other route can set it.
To get a proposal to Approved, request reviews on the Approvals page and let every reviewer approve. Once it is approved, you can drag it on to Submitted when it goes out.