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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.

Document Management

Used by 550+ agencies today

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

A pre-built clause library lets you:

  • Insert approved, 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

A pre-built clause library lets you:

  • Insert approved, 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

Generate comprehensive reports to get you the data you need reliably. Our pre built library come equipt with crutial reports like: 

  • 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

Generate comprehensive reports to get you the data you need reliably. Our pre built library come equipt with crutial reports like: 

  • 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 Dashboard View

Get better reporting and management of all documents with: 

  • Views of all available templates and current documents in use.
  • To-do lists of items that need your attention.
  • Easy status updates to save time and meet deadlines.
  • Live previews of each document for easy identification.

Intuitive Dashboard View

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.
  • To-do lists of items that need your attention.
  • Easy status updates to save time and meet deadlines.
  • Live previews of each document for easy identification.

Key Features

Key-Feature

Unlimited documents and templates

Key-Feature

Collaborative, simultaneous editing and real-time commenting

Key-Feature

Intuitive and customizable dashboard of all current documents and available templates.

Key-Feature

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

Key-Feature

Comprehensive audit history

Key-Feature

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

Key-Feature

Directly attach documents to projects in Bid Management and Contract Management modules.

Key-Feature

To-do lists and live previews of documents.

Key-Feature

Approval workflows and ability to lock content sections to certain users.

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.

One Small Step for Your Procurement – One Giant Leap for Your Agency