How can proposals be reviewed before sending them to prospects?

The author can preview the proposal by clicking the "Preview" button at the top right of the document editor.

The author can also request a review by a Manager or colleague by selecting Send for > Internal Review

Proposal-Builder-FAQ-Google-Docs.png

Select the person you are sending it to by choosing a person from the drop-down list.

Proposal-Builder-FAQ-Google-Docs.png

Once you have chosen the desired person, you can click the Send Request button. The person selected will be notified of the review request by email. 

 

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