OneTeam Features for Proposal Managers

Data Call Workflow

Create custom data call templates for NDAs, TAs, info requests. Send thru workflow in data call dashboard.

Automatic Writer Packages

Define writers in Proposal Manager Dashboard and auto-generate writer packages in Microsoft Word without cutting/pasting RFP annotations into multiple documents.

Collaborative Color Teams

Auto-Generate color team review documents from writer packages without cutting/pasting. Score sections with custom Word add-in.

Capture Data Integration

Integrate capture strategies into winning proposals by mapping them to proposal outline, where it is visible to writers and reviewers.

Proposal Outline

Develop outline and link RFP requirements and eliminate manual annotated outline.

Team Management

Manage internal and external contributors at the opportunity level. Assign subcontractors to write or review specific documents.

Proposal Schedule

Milestones, color team reviews, tasks, and deadlines are kept with opportunity and can be integrated with Microsoft Outlook. 

Proposal Manager Dashboard

Manage proposal outline, map RFP requirements, map capture strategies, set page counts, and assign writers, reviewers, and book bosses. View writer progress and reviewer scores.

Notifications

Schedule changes, assignments, tasks, updates, notes, and more are available in notification panel for all proposals. Each opportunity has an Activity Feed to track all changes/updates.

Secure Collaboration

Partners can only access Opportunities to which they are invited. Writers & Reviewers only access assigned documents. Prime can have Private documents and notes.

RFP Shred

Automatically shred RFP documents so they are ready to be validated and mapped to your compliant Proposal Outline.

Secure Collaboration