Reviewers approve the offer for sending. Signers complete their assigned fields after receiving it.

1. Open the proposal

Go to Proposals → My Proposals and open the intended editable draft. Confirm the customer and proposal name.

The proposal editor separates Actions from content and design tools.

2. Save the proposal first

Review the customer, pages, prices, and terms, then save. Open Approvals & Signing → Configure a New Review Version when that workflow is available.

3. Choose reviewers and rules

Select the required reviewers. Choose Everyone can sign or Sign in the listed order, and review the maximum discount and protected clauses.

4. Assign participants

Choose the saved customer contacts, set each role, and assign every customer field and signature to one signer. A viewer cannot sign.

The saved review rules show participants, signing order, and assigned inputs.

5. Request and review approval

Enter the reason for this review version and choose Request Approval. Check the resulting state and reviewer decisions. A new review replaces earlier approvals and personal signing links, so review that effect before proceeding.