Proposal Management in OneTeam

Manage the Proposal Process with Time-Saving Automations

Proposal Management 101

Proposal Managers can automate manual proposal processes, workflows, and tasks to increase productivity, reduce errors, maintain document security, and provide real-time status.

Learn how to focus on developing and validating content, rather than performing manual administrative tasks.

Collaborate during writing and color team reviews.

Proposal Management Training Guide

Full step-by step instructions for all Proposal Management tasks in OneTeam.

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Proposal Quick Reference Guide

Overview of Proposal Management related tabs and processes.

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Available Lessons

Video Lessons coming in 2025

1.1 Add an Internal User to a Specific Opportunity
1.2 Add an External or Subcontractor User
2.0 Schedule Overview
2.1 Auto-Generated Dates in a Scheule
2.2 Create New Milestones and Events
2.3 Integrate the OneTeam Schedule with Microsoft Outlook
2.4 Anatomy of the Schedule Tab
2.5 Export the Schedule to a pdf
3.1 Create Tasks
3.2 View Master Task List
4.1 Overview of the Proposal Process
5.1 Create a Proposal Project
6.1 Parse Terms
6.2 Select a Document to be Shredded
7.1 The Shred Workspace Layout
7.2 The Shred Navigation Pane
7.3 Parsed Content Pane Overview
8.1 Context Menu
9.1 Merge Requirements that were Erroneously Split
9.1.1 Reference Misread Example
9.1.2 Page Break Merges
9.1.3 Unusual Spacing or Inaccurate Formatting
10.1 Split Long Requirements
11.1 Mark As Function
12.1 Numbering
12.2 Decoding Requirement Numbering
13.1 Possible Numbering Issues
13.2 Numbering Configuration Window
14.1 Unnumbered Content
15.1 Validation Check
16.1 Automatically Designate Outline Headings
16.2 Proposal Outline Quick View
16.3 Push Outline Heading to Proposal Workspace
17.1 Outline Workspace
17.2 Proposal Outline Settings
17.3 Manually Add More Proposal Headings
17.4 Reorder Headings in Outline
18.1 Requirements Mapping Pane
18.2 The Requirements Pane
18.3 Understanding the Number of Requirements Mapped
18.4 Adding a Manual Requirement
6.0 Shred Overview

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