---
title: "Managing Teaming Partners"
slug: "managing-teaming-partners"
updated: 2026-10-29T23:54:35Z
published: 2026-10-29T23:54:35Z
canonical: "support.govdash.com/managing-teaming-partners"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.govdash.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Teaming Partners

## Overview

The **Teaming** tab is where you build and manage your team for an opportunity. You add partners, split the work, put NDAs and teaming agreements in place, collect information with data calls and evaluate how well each partner fits. Everything lives on the opportunity, so your whole capture team sees the same picture.

Open the opportunity and select **Teaming** under **OPPORTUNITY** in the side panel. Teaming has four tabs: **Partners**, **Agreements**, **Data Calls** and **Evaluations**.

Click through the interactive walkthrough below. It has a chapter for each tab, or you can follow the steps in this article.

[Interactive walkthrough: Managing Teaming Partners](https://govdash.navattic.com/g8t0bkm)

---

## Partners

The **Partners** tab shows everyone on the team. The cards at the top show **Total Partners**, **Signed Agreements**, **Data Call Responses** and **Total Contract Value**. Total Contract Value comes from the opportunity's value, so it shows a dash until the value is set.

![Teaming tab with the Teaming side panel item, the four tabs, and the Balance Workshare, Suggest partners and Add Partner buttons highlighted](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/t_main.png)

### Adding Partners

1. Select **Add Partner**.
2. Check each company you want to add. Companies come from your Data Library.
3. Set each company's **Role** to **Prime** or **Subcontractor**.
4. Select **Add Partner** at the bottom of the window.

If a company isn't listed, select **Create New Company** to add it to your Data Library.

![Add Partners window with a company selected and the Add 1 Partner button highlighted](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/t_addp.png)

### Getting Suggested Partners

Select **Suggest partners**, then **Generate suggestions**. Dash reads the opportunity requirements and finds possible partners in your Data Library.

### Splitting the Work

Each partner card shows **Work Share**, **Effective Contract Share**, **NDAs**, **TAs**, **Data Call Responses**, **Past Performance** and **Evaluation Score**. Your own company shows under **Your Team**, and partners show under their role, like **Subcontractors**.

Type a percentage or drag the slider in **Work Share**. The **Balance Workshare** button shows the running total. If it isn't 100%, select **Balance Workshare** and pick **Equal distribution** or **Proportional distribution**.

Open the menu on a partner card to **Edit Relationship**, **Set as Primary Offeror** or **Remove Partner**. Use the **Relationship Type** filter to show only primes or subcontractors.

![Partner card with workshare, agreement counts and evaluation score, and its menu open](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/t_card.png)

---

## Agreements

The **Agreements** tab tracks every NDA and teaming agreement for the opportunity, with counts for **Pending**, **Signed** and **Expired** agreements.

### Creating Agreements

1. Select **New Agreement(s)**.
2. Check one or more partners.
3. Choose an **Agreement Type**: **NDA** or **Teaming Agreement**.
4. Select **Create Agreement**. GovDash creates one agreement for each partner you checked.

![Generate Agreement window with partner checkboxes and the Agreement Type list](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/t_agrnew.png)

### Tracking Agreements

Each agreement card shows the partner, contact, status and type. The timeline tracks **Created**, **Sent**, **Signed**, **Expires** and **Protection Period End**. When your partner uploads a signed copy, select **View Response** to review it.

![Agreement card with its Created, Sent, Signed, Expires and Protection Period End timeline highlighted](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/t_agr2.png)

The card menu lets you view details, edit the agreement, view the original or signed copy, or delete it. Options like **Send Agreement**, **Mark as Signed** and **Approve Response** show up when they apply. For agreement templates, sending and approvals, see [Agreements](/v1/docs/agreements).

### Video: NDAs and Teaming Agreements

Watch how to create, send and track an NDA or teaming agreement, including what your partner sees.

[Video](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/NDA_and_TA_Walkthrough.mp4)

---

## Data Calls

A data call is a form you send to partners to collect information, like past performance references.

1. On the **Data Calls** tab, select **Create Data Call**.
2. Choose **Create Custom Data Call** for a blank form, or **Past Performance** for a ready-made form. Select **Next**.
3. Name the data call and select **Create**.

![Choose Template window with Create Custom Data Call and Past Performance](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/t_dctpl.png)

### Building and Sending the Form

The form opens in the builder. The **Past Performance** template comes with reference sections that ask for details like contract number, value, period of performance and a description of the work. Select **Add Question** to add your own questions, and **Preview** to see what partners see.

![Data call form builder with the Add Question and Publish buttons highlighted](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/t_builder.png)

When the form is ready, select **Publish**. Add recipient emails, set a **Due Date**, optionally set **Max Responses**, keep **Notify recipients** on, then select **Publish**.

![Publish Form window with Recipients, Due Date, Max Responses and Notify recipients](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/t_publish.png)

Back on the **Data Calls** tab, each data call shows its status and its **Created**, **Sent** and **Due** dates. Select **View Form** to see responses. Response counts also show on each partner card.

---

## Evaluations

The **Evaluations** tab scores how well each partner fits the opportunity, with totals for **Completed** and **In Progress** evaluations and an **Average Score**.

### Auto-Evaluating Partners

1. Select **Auto-Evaluate**.
2. Check up to 25 partners.
3. Select **Generate Evaluations**.

GovDash looks at each partner's capabilities and expertise, past performance, how well they match the opportunity requirements, and teaming readiness, like NDAs and data calls.

![Auto-Evaluate Partners window with three partners selected](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/t_autoev.png)

### Reading an Evaluation

Each evaluation shows a score out of 100, a recommendation, **Strengths** and **Areas for Improvement**. Every point links to its sources. Select **Details** to compare all evaluations for a partner, with the full notes.

![Completed partner evaluation with score, recommendation, strengths and areas for improvement](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/t_evcard.png)

### Adding Your Own Evaluation

Select **New Evaluation** to score a partner yourself. Choose the partner, set the **Status**, **Recommendation** and **Score (0-100)**, add notes, strengths and areas for improvement, then select **Create Evaluation**.

### Video: Teaming Partner Evaluations

[Teaming Partner Evaluations in GovDash](https://www.youtube.com/embed/uAmeLw-ytXM)

---

### FAQ

#### Who can open the agreement or data call links I send?

Only the email addresses you send them to. Recipients confirm their email with a one-time code before they can open an agreement.

#### How many partners can I auto-evaluate at once?

Up to 25. Select **Auto-Evaluate** and check the partners to assess.

#### What if my work shares don't add up to 100%?

Select **Balance Workshare** and choose **Equal distribution** to split the work evenly, or **Proportional distribution** to scale the current shares to 100%.

#### Why can't I generate suggested partners?

Generating suggestions requires permission to edit Capture and view companies. Ask your team admin to update your role.