Prepare your organization information and evidence, then work through one RFP from upload to review. Use the dashboard to return to deadlines and assigned work.
Set up the workspace
Complete onboarding and review Company Profile and Business Lines. Invite the people who will write and review proposals from Team. Set up the sign-in protection requested by your organization. Verify imported company information before using it in responses.
Add evidence and an RFP
- Open Assets and add current résumés, project evidence and reusable text.
- Review extracted content and approve suitable evidence.
- In RFPs, select Upload RFP to add an RFP with its source documents.
- Confirm the extracted deadline, requirements and client information.
Prepare a response
Review the bid decision and evidence gaps. Start a proposal, configure its sections and selected evidence, then generate or write a draft. Assign owners and reviewers, save changes and resolve feedback. Export only after checking the quality, evidence and submission findings.
Return to your work
Use My Work for assignments, Approvals for review requests and the dashboard's deadline and pipeline summaries for context. On the dashboard and My Work, read unavailable-data or partial-result notices before interpreting a missing count. Select Help in the dashboard header, enter a specific question and select the send button (Send message), or open a support ticket when a person needs to investigate.