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PLATFORM

Team Collaboration

One workspace for bid management, proposals, commercial, legal, and contracts

Role-based permissions, threaded comments and @mentions, task assignment with deadlines, a full activity audit trail, and enterprise integrations including SSO/SAML give your entire bid team a single workspace where information flows and nothing falls through the cracks.
4
permission levels with custom role support
100%
immutable activity audit trail
SSO/SAML
enterprise authentication
Real-time
collaborative editing with presence indicators

How-to

See it in action

A live view of Team Collaboration inside Bidovate.

Key Capabilities

What it does

Role-Based Access Control

Four permission levels: Viewer, Editor, Proposal Manager, Admin. Custom role creation for specialised functions such as commercial-only or legal review. Project-level permissions allowing different access per tender. Guest access for external consultants and consortium partners with limited visibility.

Communication Hub

Threaded comments on tenders, documents, tasks, and pipeline stages. @mentions triggering instant notifications to tagged team members. Rich text formatting with file attachments in comments. Comment resolution workflow for review feedback tracking.

Task Management

Task creation with assignee, deadline, priority, and description. Task dependencies ensuring sequential activities complete in order. Kanban task board alongside the pipeline for personal productivity. Overdue task escalation notifications to managers and team leads.

Enterprise Integration

SSO/SAML authentication through Okta, Azure AD, OneLogin, or any SAML 2.0 provider. CRM integration for bidirectional opportunity and contact data sync. Email integration for notifications and comment reply by email. API access for custom integrations with internal systems.

How it Works

Simple steps to get started

1

Invite team members and assign roles

Assign roles based on function: bid management, proposals, commercial, legal, contracts. Set project-level permissions for sensitive pursuits.

2

Create tasks and assign with deadlines

Create tasks for each pursuit with deadlines and priority levels. Task dependencies ensure sequential activities complete in order.

3

Communicate in context

Use @mentions and threaded comments to discuss tenders, review documents, and coordinate activities. All communication stays attached to the relevant tender.

4

Monitor the activity log

The immutable activity log records every action across the workspace, providing the accountability that public sector suppliers need for their internal compliance programmes.

Why it Matters

The problem this solves

Winning public sector contracts is a team effort. Bid managers identify opportunities. Proposal managers coordinate the response. Subject matter experts write method statements. Commercial teams build pricing schedules. Legal reviews terms. Contracts manages post-award performance. Team Collaboration gives all of these roles one workspace.


FAQ

Frequently Asked Questions


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See how Team Collaboration can transform your bidding workflow.