Reviews

Streamline your proposal evaluation process by assigning reviewers, tracking feedback, and guiding decisions with structured workflows. The Reviews feature helps you manage internal and external input in one place, so you can make informed funding decisions with confidence.

Note: This feature is optional. Contact your sales representative to add it.

Manage Reviewers

Assign reviewers to ensure each Request receives the appropriate level of evaluation and expertise. You can add multiple reviewers, define expectations, and organize reviews into structured stages to support consistent decision-making.

Note: Before you begin, you must have Client Administrator role permissions to assign a staff member to a Request.

Assign a Reviewer

1. Search for and open the Request.

2. Select the menu, then select View Record.

3. On the Request record, select Manage reviewers.

4. Complete the wizard:

   • Stage — Select the stage where the review begins. Stages define the review sequence and workflow.

   • Assign Reviewers — Add reviewers by searching for a name or selecting a committee. Select Edit to update the selected reviewers list. From here, you can remove reviewers and set review dates:

     • Due Date — Specifies when the review must be submitted.

     • Acceptance Due Date — Specifies when an invited reviewer must accept the assignment. This applies only to invited review stages.

     • Visible From — Controls when the reviewer can view the assignment.

     • Visible To — Controls when the assignment is no longer visible without removing the review.

   Warning: Warning: Selecting directly in the reviewers list removes the reviewer.

   • Notifications — Define notification preferences based on your organization’s review notification settings.

   • Confirm — Review your selections, then select Create reviews.

The system assigns reviewers, applies deadlines, and sends notifications based on your configuration.

Complete Reviews

Use Reviews to capture structured feedback and guide approval decisions. Reviewers can track review history, collaborate with other reviewers, and submit recommendations that move Requests forward.

To submit Review Feedback, open your Dashboard, then locate the Reviews section. Open a Review record and enter your feedback and complete required fields. Submit the Review.

Depending on your role and the review sequence, you can recommend approval or rejection using the Yes or No field. Your input can determine whether the Request advances, requires additional review, or is declined.

Note: External reviewers cannot approve or decline Requests. Your permissions control whether you can submit a Yes or No decision. If you are the final reviewer and submit a Yes decision, you must complete the approval process.

Approve or Decline a Request

• To approve a Request, complete the required fields in the Request Approval section and select Approve.

• To decline a Request, select Decline Proposal from the Request actions, complete the required fields, and select Decline.

Your submission updates the Request status and records your decision as part of the review history.

Work with External Reviewers

Include outside expertise in your evaluation process by inviting external reviewers. External reviewers provide specialized insight while you maintain full control of the decision workflow.

To add an external reviewer, from your Dashboard, select Add new record, then select Contact. Enter the required contact information. Then enable reviewer access by selecting Reviewer Portal Access. Select a reviewer type, enter a unique email address, then save the record.

If a Contact record already exists, update the record to grant reviewer access.

The system emails login details to the reviewer after you assign them to a Review, allowing them to access the Reviewer Portal and submit feedback.