Collaboration and Roles

Everyone Contributes. Nothing ships Unreviewed.

Proposals are a team sport with a hard deadline. Give each person the right level of access, put names on sections, comment where the work happens, and keep a permanent record of every change.

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Project Activity

Team on this bid

PR

RK

AM

+2

Priya regenerated Section 3 with a tighter scope

12 minutes ago

Rahul was assigned Section 5, Compliance

1 hour ago

Section 2 marked done after review

3 hours ago

Addendum 2 uploaded, key dates re-synced

Yesterday

Where this module sits in the flow

Ingest

Try Free for 14 Days

Analyze

Try Free for 14 Days

Go/No-Go

Try Free for 14 Days

Draft

Try Free for 14 Days

Review

Try Free for 14 Days

Export

Try Free for 14 Days

What it Does

Structure for the Team, Not just the Document

Three roles, section-level ownership, and a shared activity history keep a multi-person bid moving without stepping on each other.

Three Clear Roles

Admins run the workspace, Editors write, Reviewers check. The same person can hold different roles on different projects.

Three Clear Roles

Admins run the workspace, Editors write, Reviewers check. The same person can hold different roles on different projects.

Section-level Ownership

Assign sections and subsections to named people, see who owns what, and mark work done as it is reviewed.

Section-level Ownership

Assign sections and subsections to named people, see who owns what, and mark work done as it is reviewed.

A Shared Record

Comments, notifications, and a permanent activity log mean nobody has to ask what changed, or who changed it.

A Shared Record

Comments, notifications, and a permanent activity log mean nobody has to ask what changed, or who changed it.

Roles and Access

The Right Access for each Person, by Project and by Section

Invite teammates by email and set their role. Access follows what has been shared with them, so people only see the projects and sections they are meant to work on.

Invite by email with Admin, Editor, or Reviewer roles

Roles set per project, and even per section

Share and unshare projects as the team changes

Who can do what

Capability

Admin

Editor

Reviewer

Invite members and share projects

Yes

Assign sections and set roles

Yes

Edit and generate content

Yes

Review, request changes, comment

Yes

Download and Export

Yes

Proposed Structure

1. Executive summary

PR

Done

2. Understanding of requirements

RK

Done

3. Technical response

AM

Pending

4. Compliance matrix

RK

Changes requested

Assignments and Review

Put a Name on every Section

Assign sections and subsections to specific people, straight from the draft. The Review step shows what is done and what is pending, with a direct path to edit, so the last day is a checklist rather than a scramble.

Assign at section and subsection level, with owner avatars

Review cards with done and pending status

Request changes and mark sections complete

Reviewers get a dedicated view built for checking, not writing

Notifications and Activity Log

Know what Changed, without Asking

Every upload, assignment, comment, and status change lands in a project activity log that never goes away. Notifications arrive in the app the moment something happens, and by email with a link straight to the project.

A permanent, shared activity history per project

Filter by files, proposal, or questionnaire events

Real-time in-app notifications, plus email with deep links

Mark read or unread, search, and clear what you have handled

Notifications

Rahul commented on Section 5, Compliance

12 minutes ago

You were assigned Section 3, Technical response

1 hour ago

Addendum 2 finished processing

3 hours ago

Project shared with you by Priya

Yesterday

Good Questions

About Collaboration and Roles

Can one person be an Editor on one bid and a Reviewer on another?

Yes. Roles are set per project and per section, so access always matches the work someone is doing on that particular bid.

What can a Reviewer actually do?

Does the activity log ever get deleted?

If a project lead changes, what happens to the old lead's access?

Good Questions

About Collaboration and Roles

Can one person be an Editor on one bid and a Reviewer on another?

Yes. Roles are set per project and per section, so access always matches the work someone is doing on that particular bid.

What can a Reviewer actually do?

Does the activity log ever get deleted?

If a project lead changes, what happens to the old lead's access?

Good Questions

About Collaboration and Roles

Can one person be an Editor on one bid and a Reviewer on another?

Yes. Roles are set per project and per section, so access always matches the work someone is doing on that particular bid.

What can a Reviewer actually do?

Does the activity log ever get deleted?

If a project lead changes, what happens to the old lead's access?

Keep Exploring

The other RFP Manager Modules

Knowledge Base

Your vetted content, organized for the AI

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Go/No-Go and Bid Readiness

Score the bid before you commit

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Proposal Generation

Grounded drafts, section by section

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Editor and Export

Submission-ready DOCX and PDF

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See the full RFP Manager overview

Collaboration and Roles

Run the bid as a team, with a record to prove it

Invite your team, assign the sections, and see every change land in one shared history.

Get Started Free

Book a Demo

Collaboration and Roles

Run the bid as a team, with a record to prove it

Invite your team, assign the sections, and see every change land in one shared history.

Get Started Free

Book a Demo

Collaboration and Roles

Run the bid as a team, with a record to prove it

Invite your team, assign the sections, and see every change land in one shared history.

Get Started Free

Book a Demo