New Experience: Projects
Winning proposals do not happen by accident. They need structure, the right information at the right time, and a team that always knows what to do next. The new Projects experience gives every team a clear path from the moment an RFP lands to the moment you hit submit.
1. Upload an RFP and AutogenAI automatically extracts the scope, deadlines, evaluation criteria and key details so your team can start faster
2. Five clear stages from pre proposal through to submission keep everyone aligned on what needs to happen and when
3. A single Project Hub shows milestone progress, days to deadline and the status of every document your team is working on
4. Your proposal library, uploaded files and organisation knowledge all sit in one place inside every project
5. Auto-generated activities like competitor analysis and proposal outlines are created for you at each stage, saving hours of setup time
→ Take the Projects course in the Academy (link)
→ Read the Projects knowledge base articles (link)
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