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PLATFORM

Team Collaboration

One workspace for capture, proposals, pricing, legal, and contracts

Winning government contracts is a team sport. Team Collaboration gives capture managers, proposal managers, subject matter experts, pricing analysts, legal reviewers, and contracts personnel a single workspace where information flows seamlessly and nothing falls through the cracks. Role-based permissions ensure everyone sees what they need and nothing more, with an immutable activity trail logging every action.
4
built-in permission levels with custom role support

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) with custom role creation, project-level permissions per opportunity, and guest access for external consultants and teaming partners.

Communication Hub

Threaded comments on opportunities, documents, tasks, and pipeline stages with @mentions triggering instant notifications, rich text formatting with file attachments, and comment resolution workflow.

Task Management

Task creation with assignee, deadline, priority, and description, task dependencies ensuring sequential activities complete in order, and overdue task escalation notifications.

Enterprise Integration

Salesforce CRM bidirectional sync, SSO/SAML authentication through Okta, Azure AD, OneLogin, or any SAML 2.0 provider, email integration for notifications, and API access for custom integrations.

How it Works

Simple steps to get started

1

Invite team members and assign roles

Set permissions based on function: capture, proposals, pricing, legal, contracts.

2

Create tasks and assign with deadlines

Set priority levels for each pursuit across the team.

3

Use @mentions and threaded comments

Discuss opportunities, review documents, and coordinate activities in context.

4

Monitor the activity log and task dashboard

Ensure nothing is falling behind across your pipeline.

Why it Matters

The problem this solves

The integration layer connects Bidovate to the tools your team already uses. Salesforce CRM integration syncs opportunity data bidirectionally. SSO/SAML support enables enterprise-grade authentication through your existing identity provider. The result is a collaboration hub that fits into your existing workflow rather than replacing it.


FAQ

Frequently Asked Questions


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Related terms

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Ready to get started?

See how Team Collaboration can transform your bidding workflow.