Dashboard
Monitor and manage all your RFP projects from one central location. Search, filter, create, and track the status of every bid your team is working on.
Dashboard Features
RFP List
View all your RFPs in one place, both in-progress and completed, sorted by last updated.
Search & Filter
Quickly find any RFP by name or filter by status: Draft, Ready for Review, In Progress, or Completed.
Create New RFP
Start a new RFP project and upload your RFP file directly from the Dashboard.
Track Status
Monitor the review status of each RFP at a glance with colour-coded status badges.
Status Summary & Filters
The Status Summary panel shows the total number of RFPs and a breakdown by status. Click any status to filter the list, or click Total Number to show all RFPs.
RFP Status Badges
Each RFP is assigned one of the following statuses during its lifecycle.
The system is busy generating responses for the uploaded RFP questions.
The RFP has been created but responses have not yet been generated or reviewed.
Responses have been generated and the RFP is ready for a team member to review.
A team member is actively reviewing and editing the generated responses.
All responses have been approved and the RFP is ready to export and submit.
RFP Documents List
All RFPs in the system are displayed here. Click an RFP number to open the Response Details page, or use the action icons to delete, refresh, or preview settings.
| # | Feature | Description |
|---|---|---|
| 1 | RFP Number | Click to navigate to the RFP Response Details page. |
| 2 | RFP document search | Enter a search term to find a specific RFP. |
| 3 | Refresh button | Click to ensure you are viewing the latest information in the system. |
| 4 | Add New RFP button | Click to upload an RFP containing questions for RFP Response Assistant to answer. |
| 5 | Delete icon | Click to delete the document from the system. |
| 6 | Chevron icon | Click to open a quick view of the RFP settings in a collapsible panel. |
| 7 | Pagination options | Select how many documents to display per page or navigate to further records. |
RFP Settings Quick-view
Click the chevron icon (see number 6 in the overview section above) to view the settings that were used for any given RFP. The panel can be closed by clicking the X (close) icon at the top-right of the panel.
