OneTeam Features - Data Calls

Capture or Proposal Managers create opportunity-specific data calls and upload to the opportunity record.
OneTeam automatically distributes data call notice via email to potential or signed teaming partners.
Data Calls are not emailed, but a link is sent to allow teaming partners to complete the data call in OneTeam.
Each data call document can only be sent once to a teaming partner.
Data Call dashboard shows a color-coded status for each data call - Distributed, Submitted (by teaming partner) Accepted (by sender), or Rejected (with reason provided by prime).
Teaming partners will also receive email notices when data calls are accepted or rejected.
Prime company can workflow NDA, Teaming Agreement, information requests, and any Word, PowerPoint, Excel, or pdf document to teaming partners.
Never hold a Kick-Off Meeting and find out the Teaming Agreements are not signed!

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The Ultimate Real-Time Proposal Management Dashboard with Writer and Reviewer Progress

Dec 20, 2022 by OneTeam

Are you looking for a way to know how your proposal Writers are progressing with their assignments without emailing...

Automated Data Call Workflow

Proposal Managers

Send and Receive Data Calls with Automated Workflows and Real-Time Status Board

Data Call Dashboard provides Real-Time status

of NDA's, Teaming Agreements, and other Data Calls

Benefits of OneTeam

More OneTeam Features for Proposal Managers

Data Call Workflow

Create custom data call templates for NDAs, TAs, info requests. Send thru workflow in data call dashboard.

Automatic Writer Packages

Define writers in Proposal Manager Dashboard and auto-generate writer packages in Microsoft Word without cutting/pasting RFP annotations into multiple documents.

Collaborative Color Teams

Auto-Generate color team review documents from writer packages without cutting/pasting. Score sections with custom Word add-in.

Capture Data Integration

Integrate capture strategies into winning proposals by mapping them to proposal outline, where it is visible to writers and reviewers.

Proposal Outline

Develop outline and link RFP requirements and eliminate manual annotated outline.

Team Management

Manage internal and external contributors at the opportunity level. Assign subcontractors to write or review specific documents.

Proposal Schedule

Milestones, color team reviews, tasks, and deadlines are kept with opportunity and can be integrated with Microsoft Outlook.

Proposal Manager Dashboard

Manage proposal outline, map RFP requirements, map capture strategies, set page counts, and assign writers, reviewers, and book bosses. View writer progress and reviewer scores.

Notifications

Schedule changes, assignments, tasks, updates, notes, and more are available in notification panel for all proposals. Each opportunity has an Activity Feed to track all changes/updates.

Secure Collaboration

Partners can only access Opportunities to which they are invited. Writers & Reviewers only access assigned documents. Prime can have Private documents and notes.