OneTeam Features - Team Management

Manage the Proposal or Capture Team at the opportunity level.
Quickly add internal team members from your list of company contacts.
Integrate the Contracts and Pricing team members in OneTeam so they are up to date on assignments, due dates, status and much more.
Integrate Subcontractor team members as writers and reviewers through an automated invitation process.
Company permissions control level of access for internal team members.
Subcontractors can only view limited non-financial related information.
Remove access from Subcontractors quickly after proposal submission.
Limit Subcontractor access to designated users.

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Team Management

Proposal Managers

Manage Internal and Subcontractor Team Members and

Integrate Contracts and Pricing Teams

Automates Finding and Managing Teaming Partners

Benefits of OneTeam

More 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.