The RFI & Project Workspace gives you a single place to manage RFIs, projects, deadlines, and submissions—without relying on scattered spreadsheets and email threads.
One View of All RFIs
- Project list: See active, pending, and archived RFIs at a glance with due dates and statuses.
- Progress tracking: Track which steps of RFI Automation are complete—criteria extraction, matching, scoring, and packaging.
- Ownership: Assign internal leads and collaborators so responsibilities are clear.
Attachments & Submissions
- RFI documents: Store original RFI documents alongside internal notes and clarifications.
- Submission packets: Keep final response packets and Proposals attached for future reference.
- Reporting: Summarize activity for leadership with simple counts of RFIs received, submitted, and won.
The RFI & Project Workspace ties together Auto Criteria Extraction, Smart Matching, and Site Scoring.