Shared workspace
Keep team proposals together so colleagues can work from the same document.
All features
Team proposal editing
One proposal. The right people involved.
Work on shared proposals in a team workspace. Give colleagues the access they need to review or edit the offer, with revision checks when saving.
Create your first proposal
What you can do
Roles and permissions
Assign workspace roles, then choose viewing or editing access for the proposal.
Shared proposal editing
Let authorised colleagues refine the scope, content and presentation in the editor.
Save conflict safeguards
Review a revision conflict if someone else saves changes before your next save.
The workflow
Choose a team workspace
Open the workspace where your team keeps its proposals.
Invite and assign roles
Invite colleagues and set their workspace and proposal access.
Edit the shared proposal
Authorised editors update the scope, content and design.
Review and publish
Check the latest saved proposal before sharing it with the client.
Built around your work
A shared starting point
Work from the proposal the team is preparing for the client.
Clear access
Decide who can review and who can make changes.
A considered handover
Review the latest content before publishing or sharing.
What to know before you start
- Shared editing does not mean live simultaneous coediting. If another save changes the proposal revision, review the conflict before saving again.