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.