Ask an expert to revise a proposal, instead of rejecting it

Until now a submitted proposal had two endings: accepted or rejected. A bid that was nearly right — the timeline a month too long, one workshop too many — had to be turned down, and the conversation that would have fixed it happened somewhere else, or not at all.

Asking for changes

Open a proposal on your request and you’ll find Request changes beside the rest. Say what should change, and the proposal goes back to its expert to revise.

It is not a rejection. The proposal stays live, your request stays open, and the other bids on the same request carry on exactly as they were — the bid deadline still stands, and nothing you do here closes anything.

Revising and resubmitting

The expert is told straight away and reads your feedback on the proposal itself. They edit it as they normally would, then use Revise and resubmit to send it back to you.

That last step matters: editing a proposal no longer answers you by itself, and an expert can’t quietly pull a proposal you’re waiting on back into draft. The only way out of a request is a revision.

Three rounds, then your CSM

Each round — what you asked for, when, and whether the expert has answered — is listed on the proposal, so everyone reading it sees the same history.

You can ask three times. After that the button is gone and your customer success manager picks it up, which is usually the point at which a conversation beats another round of edits. Your CSM can accept or reject the proposal at any point in the loop, and they see which of their requests are waiting on an expert without opening every proposal.