Send the Request to colleagues to start collaborating.
You can forward the Request to colleagues by entering their email address or name in the To field and confirming you want to Add them to the Request. Once a colleague has access they can discuss the Request and draft proposal(s) in your internal private Comments channel and communicate with the client via the external client Comments channel. Everyone with access to the Request can edit or submit a proposal.
All participants can attach documents to a proposal.
When you forward a Request to colleagues all client personnel with access to the Request can view who has access. Clients can revoke a firm participant's access at any stage of the Request process.