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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FAQ
What are solicitation documents?
Solicitation documents are provided by the customer for an opportunity, including RFPs, PWS/SOW, attachments, amendments, and other forms.
How does GovDash use solicitation documents?
GovDash uses these documents to build capability matrices, compliance matrices, and outlines, and to respond to inquiries about the opportunity.
Do the solicitation documents go to my Data Library as well?
No, solicitation documents reside only within the opportunity they are uploaded to and do not get sent to your Data Library. You may choose to upload them to your Data Library if you wish by downloading and re-uploading the files.