Team Collaboration & Review Process

Streamline your team's government proposal development process with powerful collaboration tools that ensure seamless coordination, efficient reviews, and consistent quality across all proposal sections. Win more contracts with better team coordination.

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Coming Soon - Features Not Live Yet

The collaboration features described on this page are currently in development and not yet available in the platform. We're working to deliver these capabilities soon. In the meantime, you can use the existing bid creation tools and export documents for external collaboration.

Collaborative Bid Development (Planned Features)

When available, these features will enable your entire proposal team to work together efficiently on complex government contracts. From subject matter experts to proposal managers and executives, everyone will be able to contribute their expertise while maintaining document integrity and meeting critical deadlines.

Real-Time Collaborative Editing

Multiple team members can work on the same document simultaneously without conflicts. See live cursors, instant updates, and maintain document integrity throughout the process.

Collaboration features:

  • Live editing: Multiple users can edit sections simultaneously
  • User presence: See who's online and where they're working
  • Auto-save: Changes are saved automatically every few seconds
  • Conflict resolution: Smart merging of simultaneous edits
Best Practice

Assign specific proposal sections to team members to minimize conflicts while enabling cross-section collaboration when needed. Use section ownership features to clearly define responsibilities and ensure accountability throughout the bid development process.

Comments, Reviews & Feedback

Streamline the review process with contextual comments, approval workflows, and threaded discussions. Keep all feedback organized and ensure nothing gets missed.

Review capabilities:

  • Inline comments: Comment on specific text passages or sections
  • Threaded discussions: Organize conversations around specific topics
  • Review assignments: Assign specific reviewers to sections
  • Approval tracking: Track which sections have been approved

Comment Types

  • • Suggestions for improvement
  • • Questions for clarification
  • • Compliance concerns
  • • Approval/rejection status

Government Proposal Review Workflows

  • • Technical review by subject matter experts
  • • Compliance review by proposal manager
  • • Executive review and sign-off approval
  • • Final quality assurance and submission check
  • • Security and clearance validation (if required)

Version Control & Document History

Track all changes to your bid documents with comprehensive version control. Compare versions, restore previous content, and maintain a complete audit trail.

Version control features:

  • Automatic versioning: Every significant change creates a new version
  • Change tracking: See exactly what changed and who made the change
  • Version comparison: Side-by-side comparison of different versions
  • Rollback capability: Restore previous versions when needed
Version Management Tip

Create named snapshots at key proposal milestones (e.g., "Technical Review Complete", "Executive Review", "Compliance Check Passed") to easily reference important versions during the bid development process and maintain audit trails for government requirements.

Permissions & Access Control

Maintain security and control over sensitive bid information with granular permissions. Define who can view, edit, comment, and approve different sections of your proposals.

Permission levels:

  • Proposal Owner: Full access to all sections and settings
  • Section Editor: Edit specific sections, add comments
  • Reviewer: View and comment on assigned sections
  • Viewer: Read-only access to specific sections

Section-Level Security

  • • Restrict access to pricing information
  • • Limit proprietary technical details
  • • Control access to past performance data
  • • Manage sensitive company information

Secure External Collaboration

  • • Invite external consultants, partners, or teaming partners
  • • Time-limited access for external reviewers and stakeholders
  • • Watermarked documents for secure external sharing
  • • Complete audit trail for all external access and changes
  • • Compliance with government security requirements

Notifications & Activity Tracking

Stay informed about all bid-related activities with intelligent notifications. Get alerts for important changes, deadlines, and team interactions.

Notification types:

  • Content updates: When sections you're watching are modified
  • Comments and mentions: When someone comments or mentions you
  • Deadline reminders: Upcoming review deadlines and milestones
  • Approval requests: When your review or approval is needed

📋 Common Collaboration Workflows

Distributed Writing Team

  1. 1Proposal manager creates bid structure and assigns sections
  2. 2SMEs write their assigned sections independently
  3. 3Cross-section reviews ensure consistency and flow
  4. 4Final integration and executive review

Iterative Review Process

  1. 1Draft sections completed by writing team
  2. 2Technical reviewers provide feedback via comments
  3. 3Writers address feedback and request re-review
  4. 4Process repeats until approval is granted

Team Integration Features

Activity Dashboard

See all team activity, recent changes, and pending tasks in one centralized view.

Smart Notifications

Receive relevant updates via email, Slack, or in-app notifications based on your role.

Deadline Management

Track section deadlines, review schedules, and submission dates across all team members.

Need help setting up team collaboration?

Contact Support

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