You can enable the "Proposal Review" functionality on Cloud to ensure proposals are reviewed before they are shared or presented to customers. With this functionality enabled, only proposals marked as "Reviewed" can be shared or presented to customers.

You need the "Set quote proposal to reviewed" permission in the "Proposal" permissions group, or be a member of a group that has it, to review proposals and mark them as "Reviewed" or "Not Reviewed."

Enabling the Proposal Review functionality is a two-step process.

1/ Set the "Require Quote Proposal Review Before Presenting" toggle to ON under "Settings > Proposal > Settings."

2/ Enable the "Set quote proposal to reviewed" permission under the Proposals permission group for users and user groups who will need to review the proposals and mark them as Reviewed.

Once you have enabled the Proposal Review functionality, you will see the following:

The Proposal Review functionality does not apply to the existing proposals that you have been working on. You can share and present them without review.

The new proposals you created after enabling the Proposal Review functionality will need to be marked as Reviewed by users with the "Set quote proposal to reviewed" permission.

Otherwise, the options to share the proposal will be unavailable. The Present view will show a banner that the proposal has not been reviewed. You can download the proposal.

With the Review Proposal functionality enabled, you see the "Review Proposal" option at the top of the proposal.

As a user with the "Set quote proposal to reviewed" permission, you can click "Review Proposal," add a note, and click "Mark as Reviewed" to mark the proposal as reviewed.

This lets other users with access to the relevant opportunity share or present the proposal.

Once a user has marked the proposal, you will see a banner at the top indicating it's been reviewed. You can click "View Review" and see who reviewed it.

As a user with the "Set quote proposal to reviewed" permission, you can click "Review Proposal," add a note, and click "Mark as Not Reviewed" if you want changes in the proposal.

A previously reviewed proposal can also be marked as "Mark as Not Reviewed" by the user who reviewed it or by another user. This way, a proposal can be marked as Reviewed or Not Reviewed multiple times.

You can't share the proposal until it is marked as Reviewed.