Proposals and Bid Management
Manage requests for proposals and information, from intake and qualification through response, award and project handoff.
Keep the solicitation together
Capture the request, its documents, addenda, deadlines and scope. An RFP requests a proposal; an RFI requests information. Keep that distinction clear before committing delivery work.
Qualify and prepare the response
Review requirements, use current capability facts and organize the response. AI assistance can support analysis and drafting; people remain responsible for reviewing commitments, qualifications and pricing.
Carry awarded work into delivery
A recorded award can be handed into a scoped project. Keep the original proposal and delivery context connected rather than reconstructing the agreement from an email thread.
Availability
Proposal workflows are for MSP and IT provider accounts. Project handoff requires the relevant project entitlement. AI operations consume the account’s available credits.