June 25th 2025
Introducing: New Homepage
Research Assistant is now the default homepage—an AI-powered workspace that allows users to explore bid opportunities, interrogate RFP documents, and draft responses outside of a comprehensive project using Quick Actions. Quick Actions allows users to 'just get started', and then move their work into a Project workflow for detailed work where appropriate.
Availability: All users.
Introducing: Requirements Workflow
A human-in-the-loop proposal workflow that helps users extract and structure outlines with full control. Users select and tag RFP sections, and AI formats and organizes the outline to ensure traceable compliance with all client requirements.
Improved task management features like question assignment, status updates, and due dates.
The ability to generate a first draft based on custom information including your proposal outline, win themes, and other key details with the click of a button.
Availability: Users in the US and Canada.
June 17th 2025
Improvements: Q&A Workbooks
- Users can now copy and paste cells from Excel to import into Q&A workbook.
- Users can now upload an Excel sheet directly to Q&A Workbooks, and the system will recognise column questions and import and match relevant content.
Availability: All users.