Collaborate
A weekly list of pursuits due
Flow runs the task on schedule and each run opens its own thread, so everyone reads the same summary.
Collaborate
Your bid team and Flow,on one pursuit.
Flow, the Tendersight agent, plans the work and prepares the files, then waits for your team's approval before anything important changes.
Plans wait for approval
Decisions recorded in the thread
Threads open read-only to teammates
Flow prepares the work. Your team reviews it, approves it and submits.
Each step Flow takes is shown in plain language, each source is cited, and each approval stays in the conversation for the rest of the team to read.
What a bid team has to coordinate.
A tender response passes through several hands before it is signed. Each handover needs an owner and a record.
Sections with different owners
Technical, financial and legal parts of the offer are prepared by different people, often at the same time.
Sign-offs before submission
Prices, exceptions and declarations need a named person to approve them.
Files for the team, files for the buyer
Pricing models, strategy notes and competitor research must stay out of the submitted offer.
Partners on joint bids
Consortium and subcontractor bids add another company's documents, prices and deadlines.
Several deadlines at once
Pursuits overlap, and clarification windows close before the submission deadline.
Questions from the reviewer
Whoever signs the offer needs to see where each answer came from.
How your team works a bid with Flow.
One pursuit, one conversation and a workspace panel beside it. Flow does the preparation, and the team decides.
The tender, the offer and the documents sit in one pursuit with its collaborators. Several people can work on the financial offer at the same time.
For a large job Flow drafts an overview and a to-do list, then waits. The plan can be approved, rejected or sent back with changes.
Flow can run up to three side agents in parallel, for example on buyer research and market prices. Each one opens in its own panel.
Files, Activity, Plan and Preview sit next to the conversation. Each file is marked internal working or external submission, and submission files are checked for internal notes.
Changes to requirements, offers and documents wait for Approve or Reject. The decision is recorded, and teammates can open the thread read-only.
Requests your team sends Flow.
Examples of coordination work that bid leads and bid writers hand over in one message.
- Plan
Plan the offer for Lot 1 of the council server tender and wait for my approval before you start.
- Schedule
Every Friday at 16:00, list next week's pursuits with their completion and open requirements.
- Documents
Import the tender documents into the pursuit library and sort them into folders by envelope.
- Review
Run the proposal compliance review on the technical proposal before Ana signs it.
- Research
Summarise the contracting authority statistics for the county council before we decide to bid.
- Skills
Save this conversation as a team skill for drafting clarification questions.
Team routines Flow takes over.
Recurring summaries, drafts and checks, set up in a conversation, with results the whole team can open.
Emails drafted, sent by you
Flow writes the recipients, subject and body. You open the draft in your email client and send it.
Conversations your teammates can read
A thread with Flow opens read-only for teammates, with its steps, sources and approvals.
Answers a reviewer can check
When a teammate asks where an answer came from, Flow points to the document, the page and the exact quote.
Collaborators on every pursuit
The pursuit overview lists who works on the bid and their role, next to a contribution graph.
Who does what.
Flow prepares and proposes. People decide, sign and submit.
Planning a large job
- Flow
- Writes the overview and the to-do list
- Your team
- Approves, rejects or requests changes
Changes to offers and documents
- Flow
- Proposes each change in a confirmation card
- Your team
- Approves or rejects each one
Research
- Flow
- Runs up to three side agents in parallel
- Your team
- Decides what goes into the offer
Files for the authority
- Flow
- Marks them external submission and checks them for internal notes
- Your team
- Reviews, signs and submits
Emails to buyers and partners
- Flow
- Drafts the recipients, subject and body
- Your team
- Sends them
Weekly status
- Flow
- Runs the scheduled summary of pursuits due
- Your team
- Acts on what is due
See a pursuit worked by Flow and your team.
In a demo we run a live tender through Flow, from the plan to the files ready for review.
Collaborate works with Track
The pursuits your team works on sit in the Track pipeline, from active to submitted to won.
Related
Use cases
Guides
Questions about team collaboration
Can several people work on the same bid?
Yes. Invite teammates by email and add them as collaborators on a pursuit. The tender, the offer and the documents stay together in that pursuit, and teammates can open each other's conversations with Flow read-only.
What can Flow change without asking?
Nothing important. Writes to requirements, offers, documents, products, company details, alerts and scheduled tasks show a confirmation card first. Large jobs start with a plan that waits for approval, and each decision is recorded in the thread.
Can teammates see what Flow did in someone else's conversation?
Yes, read-only. They see the steps Flow took, the sources it cited and the approvals given, without being able to change the thread.
How do we keep internal notes out of submission files?
Flow marks every file it produces as internal working or external submission. Before a submission file is saved, it is checked for internal-only content such as strategy or competitor notes. The final review stays with your team.
Does Flow assign work or send emails for us?
No. Flow drafts emails with recipients, subject and body for you to open in your email client, and it can summarise pursuits due on a schedule. Assigning work and sending messages stay with your team.
Plan your next tender as one team.
Start free and ask Flow to plan the next tender your team is preparing.