Document Management

Streamline Document Creation and Collaboration

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

Used by 550+ agencies today

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.

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.

Make sure all published content is appropriate and approved:

Lock content to specify parts of documents that cannot be edited by other collaborators.
Coming in 2025: Pre-built clause library to 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.

Make sure all published content is appropriate and approved:

Lock content to specify parts of documents that cannot be edited by other collaborators.
Coming in 2025: Pre-built clause library to 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.

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.

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.