What are Solicitation Documents
Solicitation documents are documents that are provided by the customer for the opportunity. These include documents like the RFP, PWS/SOW, attachments, amendments, and other forms. GovDash uses these documents to build capability matrices when sourcing task areas, building compliance matrices, developing your outline, and more. Dash utilizes these documents when being asked about the opportunity as well!
Adding Documents
To add documents to your opportunities in your Pipeline, navigate to the Documents tab of an opportunity and select Attach Documents.
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GovDash will then classify your documents (such as RFP documents, PWS/SOW, mods, agreements, etc.) which will dictate how GovDash will use the document. You can assign tags here as well.
New to Tags?
Learn how to create tags from our guide here. We also have an advanced tagging guide here that will explain best practices, provide recommendations, and more.
Deleting Documents
To remove any solicitation package documents, simply click the More menu to the right, and click Delete Document.
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Shreds
Once your documents are uploaded to an opportunity, you can view full shreds for each document. These shreds provide you with a comprehensive view into solicitation instructions for responses, task area requirements, evaluation criteria, and shall/will/must statements, ensuring your team can save time and quickly identify requirements as part of your go/no-go decision making and overall planning.
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By hovering over one of the extracted excerpts, GovDash will highlight the exact area in the document that it was extracted from complete with color coding to match the classification (such as a task area requirement, as shown above). You can select the colored filters at the top to only highlight specific classifiers.
FAQ
What types of documents can be added to an opportunity in GovDash?
You can add various types of documents such as RFPs, PWS/SOW, modifications, and agreements to an opportunity in GovDash.
What is the purpose of shreds in GovDash?
Shreds provide a detailed view of solicitation instructions, task area requirements, and evaluation criteria, aiding in decision-making and planning.
Can I delete documents once they are uploaded?
Yes, you can delete uploaded documents by selecting the More menu and clicking Delete Document.