Manage complex RFP responses with a large multi disciplinary team

[Pierre-André Jean]

Hi,

I want to manage the preparation of complex RFP responses across multiple departments (finance, technical, legal, product management, sales) and during contract negotiations, with the client.

This process usually involves the assignment of RFP document sections to specific individuals to prepare a response, and in parallel obtain approvals.

Ideally, the Customer Word document would be accessible by each contributor, where he/she would edit his/her own section.

The review/tracking of each activity is essential, and so is the workflow for the granular approvals of each section.

Is there a documented template or setup sequence of setup.

I am not familiar with Confluence or JIRA, but looking forward to try it to improve our efficiency.

Thanks. 

[Stephen Sifers · Accepted solution]

Hello Pierre-André and welcome to the Community!

What you're describing would be a perfect candidate for marketplace add-ons which bring workflows (document control and versioning) to Confluence. Here is an included preset search of the Atlassian Marketplace | Workflow which provide a few solutions which may meet your requirements. Some of these workflow add-ons will also assist with internal company policies and document management which help to meet SOC-1 type 1and SOC-1 type 2 certification.

I hope this helps to find a solution to better managing your documentation workflow.

Regards,
Stephen Sifers