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Proposal Teams

Proposal Teams supports proposal managers who need to define roles, match consultants, check compliance, and prepare packages for bids.

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What It Covers

Build bid and project teams from consultant profiles, roles, and compliance matrices.

01

Role extraction and role requirements

02

Consultant matching and scoring

03

Compliance matrix and CV package output

04

Proposal exports for review

Steps

How to use proposal teams

1

Create the proposal team

Add proposal details and define the roles required for the bid.

2

Match consultants

Use the builder to find qualified consultants and assign them to roles.

3

Export the package

Generate compliance matrices, CV packs, and team exports for submission review.

Next Step

Choose the right access path before opening the workflow.

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