DOCUMENTS

Streamline Document Creation and Collaboration

Quickly and easily create new documents with pre-built clauses, AI-powered content editing, unlimited templates, and collaboration across teams and departments.

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TRUSTED BY 1000+ PROCUREMENT PROS DAILY

For local government and municipalities, utilities and public works, education, and more, PlanetBids empowers hundreds of organizations across the U.S. to save time and stay on budget with their procurement processes.

Metrolink
Seal of the City of Hartford Connecticut
City of Flagstaff
Gilbane
Howard County Maryland
Liberty Public Schools
Central Florida Tourism
City of San Diego
Nassau County
Foundation of California Community Colleges

HOW IT WORKS

Built by and for procurement professionals to help you:

PB System

PRODUCT BENEFITS

NEVER START FROM SCRATCH AGAIN

Unlimited templates mean you can:

  • Easily import as many existing templates as you want with no extra costs and no back-end configuration.
  • Create and save templates and documents specific to any situation.
  • Add templates on the fly as new RFPs arise.
  • Update permissions as needed for each document or for all documents.

NEVER START FROM SCRATCH AGAIN

Never Start from Scratch Again
Never Start from Scratch Again

Unlimited templates mean you can:

  • Easily import as many existing templates as you want with no extra costs and no back-end configuration.
  • Create and save templates and documents specific to any situation.
  • Add templates on the fly as new RFPs arise.
  • Update permissions as needed for each document or for all documents.

ENSURE COMPLIANCE EVERY TIME

Make sure all published content is appropriate and approved:

  • Lock content to specify parts of documents that cannot be edited by other collaborators.
  • Insert validated, reusable boilerplate language into any template.
  • Ensure that clauses are approved by the agency and by legal teams to avoid litigation or other issues.
  • Quickly build solicitation documents that house the relevant language you need.

ENSURE COMPLIANCE EVERY TIME

Ensure Compliance Every Time
Ensure Compliance Every Time

Make sure all published content is appropriate and approved:

  • Lock content to specify parts of documents that cannot be edited by other collaborators.
  • Insert validated, reusable boilerplate language into any template.
  • Ensure that clauses are approved by the agency and by legal teams to avoid litigation or other issues.
  • Quickly build solicitation documents that house the relevant language you need.

COLLECTIVELY EDIT AND APPROVE

All approved users can interact with documents at once so you can:

  • Tag users in documents to highlight issues that need attention.
  • View the document as you create and edit it together.
  • See comments in real time, with a comprehensive audit history of all changes made, when, and by whom.
  • Use AI technology to help create and edit documents quickly.

COLLECTIVELY EDIT AND APPROVE

Collectively Edit and Approve
Collectively Edit and Approve

All approved users can interact with documents at once so you can:

  • Tag users in documents to highlight issues that need attention.
  • View the document as you create and edit it together.
  • See comments in real time, with a comprehensive audit history of all changes made, when, and by whom.
  • Use AI technology to help create and edit documents quickly.

INTUITIVE LIBRARY OVERVIEW

Get better reporting and management of all documents with:

  • Views of all available templates and current documents in use.
  • Sort and filter to see items that need your attention.
  • Easy status updates to save time and meet deadlines.

INTUITIVE LIBRARY OVERVIEW

Intuitive Dashboard View
Intuitive Dashboard View

Get better reporting and management of all documents with:

  • Views of all available templates and current documents in use.
  • Sort and filter to see items that need your attention.
  • Easy status updates to save time and meet deadlines.

KEY FEATURES

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Unlimited documents and templates

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Collaborative, simultaneous editing and real-time commenting

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Comprehensive audit history

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Permission system to set who can see, edit, and approve documents

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Directly attach documents to projects in the Solicitations and Contracts modules

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Approval workflows and ability to lock content sections to certain users

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Intuitive and customizable library of all current documents and available templates

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AI-powered content revision and editing tools

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Pre-built clause library with agency-approved boilerplate language and clauses 

SEE WHY PROCUEMENT PROS LOVE OUR PLATFORM

DON'T JUST TAKE OUR WORD FOR IT

Seal of the City of Hartford
Metrolink
Liberty Public Schools
City of Flagstaff
City of Palms
Lucas County
Howard County

CASE STUDIES

REAL RESULTS, REAL SUCCESS

See how PlanetBids has made a tangible impact on companies' procurement processes. Read more about our clients' transformations.

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ONE SMALL STEP FOR YOUR PROCUREMENT – ONE GIANT LEAP FOR YOUR AGENCY

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