Reviews let your team check a proposal before it goes out. You ask a teammate for a review on the Approvals page, and their decision, together with every other reviewer's, sets whether the proposal is approved. This article covers the team side: who reviews, the review types, due dates and who sees what. For how to request and decide a review, and how decisions set the proposal's status, see Approval Workflow.
Opening the Approvals page
The Approvals page is at /dashboard/approvals. You can also reach it from the Pending Review card on the dashboard home, which counts the pending reviews assigned to you.
Who can review
Anyone in your organization can request a review. The Reviewer list offers only members whose role is Reviewer, Proposal Lead, Manager or Admin. A Contributor or a Viewer cannot be chosen as a reviewer.
Each reviewer can have one pending request per proposal. Asking the same person again while their request is still pending is refused with "A pending approval already exists for this reviewer". Once they decide, you can ask them again.
To have several people review a proposal, send each of them a request. They review independently, in any order. The proposal is approved only when every reviewer's latest decision is an approval, and one rejection or request for changes holds it back.
Review types
Choose a Review Type for each request. The type is a label: it tells the reviewer what kind of review you want and appears on the request. It does not change what the reviewer can see or do.
The APMP Review Colors group has:
- Pink Team (early draft review)
- Red Team (compliance + competitiveness)
- Black Hat (competitor strategy)
- Gold Team (final management sign-off)
The Standard group has Generic Review, Final Approval, Manager Approval, Legal Review and Pricing Review.
A Black Hat request also asks which competitor the review should take the part of. The list offers the competitors from the proposal's AI advisor analysis when one exists. Choose Other (type name) to type a name instead.
Propivix keeps each reviewer's decisions separate by type. A new Red Team request to someone replaces their earlier Red Team decision, but not their Final Approval decision.
Due dates
Propivix sets each request's due date for you; the request form has no date field.
- A Final Approval request normally has 8 hours.
- Every other type normally has 24 hours.
- The due date is the earlier of that normal review deadline and 6 hours before the RFP's submission deadline.
For example, a standard review requested 26 hours before submission is due in 20 hours, not 24: the 6-hour submission buffer arrives first.
Each pending request shows its due date and either Overdue or the hours left, such as "18h left".
Who sees which requests
Admins and Managers see every review request in the organization. Everyone else sees the requests they sent and the ones assigned to them.
The page's tabs are Pending, Approved, Rejected and All. A request that ended in changes requested appears under All. The four figures at the top count the requests the current tab shows:
- Awaiting Your Review: pending requests assigned to you.
- Your Requests: requests you sent.
- Total Approvals: every request in the list.
- Overdue Reviews: pending requests past their due date.
Select Refresh to load the list again.
Telling your reviewers
Propivix does not email a reviewer when you request a review. The request appears on their Approvals page and in their Pending Review count on the dashboard. If a review is urgent, tell the reviewer yourself.
The Review button appears only on requests assigned to you. When the reviewer decides, any feedback they typed shows on the request as Reviewer Feedback, for everyone who can see it.
A decided review cannot be changed, and the page has no way to withdraw a pending request. To get a fresh decision after you revise the proposal, send the reviewer a new request.
Before you submit
Approval records your team's judgement; it does not check the proposal's content. Before you submit, prepare the submission files so the automated checks run. See The quality gate.