Automated Data Call Workflow

Capture Managers create opportunity-specific data calls and upload to the opportunity record.

OneTeam automatically distributes data call notice via email to potential or signed teaming partners.

Data Calls are not emailed, but a link is sent to allow teaming partners to complete the data call in OneTeam.

Each data call document can only be sent once to a teaming partner.

Data Call dashboard shows a color-coded status for each data call - Distributed, Submitted (by teaming partner) Accepted (by sender), or Rejected (with reason provided by prime).

Teaming partners will also receive email notices when data calls are accepted or rejected.

Prime company can workflow NDA, Teaming Agreement, information requests, and any Word, PowerPoint, Excel, or pdf document to teaming partners.

Never hold a Kick-Off Meeting and find out the Teaming Agreements are not signed!