DOCUMENT MANAGEMENT

CREATE WITH CONFIDENCE

Streamline document creation and collaboration by quickly building comprehensive and compliant procurement documents, without the version-control and copy-paste stress.

DOCUMENT MANAGEMENT

CREATE WITH CONFIDENCE

Streamline document creation and collaboration by quickly building comprehensive and compliant procurement documents, without the version-control and copy-paste stress.

WHY GET DOCUMENT MANAGEMENT? 

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Never Start from Scratch Again

  • Easily import unlimited templates, with no extra costs or complicated configuration.
  • Create and save templates and documents for any situation, or add new templates on the fly.
  • COMING SOON: AI-driven Scope of Work creation.
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Intuitive Library Overview

  • View all available templates and in-use documents at once.
  • Sort and filter items that need attention.
  • Receive status updates for better reporting and management. 
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Collectively Edit and Approve

  • Create and edit documents quickly with AI assistance.  
  • Allow multiple users to edit documents at once.
  • Tag users and see comments in real time, with a comprehensive audit history. 
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Ensure Compliance Every Time

  • Lock approved documents for edits to prevent unauthorized changes.
  • Guarantee verbiage approval by agency and legal teams to avoid risks.
  • Ensure solicitation documents include all relevant language to minimize rebids or rework. 

STREAMLINE DOCUMENT CREATION WITH PLANETBIDS 

PlanetBids’ Document Management module is a complete, in-system solution that eliminates the hassles of creating and managing external documents and helps you create more compliant solicitations. 

  • Unlimited documents and templates 
  • Collaborative, simultaneous, and real-time editing and commenting 
  • Approval workflows and permissions systems 
  • Intuitive and customizable document library 
  • Comprehensive audit history and reporting capability 
  • Direct attachment to projects in Bid Management and Contract Management 
  • Unlimited documents and templates 
  • Collaborative, simultaneous, and real-time editing and commenting 
  • Approval workflows and permissions systems 
  • Intuitive and customizable document library 
  • Comprehensive audit history and reporting capability 
  • Direct attachment to projects in Bid Management and Contract Management 
HVAC Maintenance Plan v3
HVAC Maintenance Plan v3

GET DOCUMENT MANAGEMENT FOR FREE

Ready to see how our newest module can help you build better bids and collaborate more seamlessly across teams and departments? Add Document Management to your PlanetBids system for FREE for 3 months*

*Module will be charged at a prorated discount after 90 days if subscription is continued.

WANT MORE INFO?

Check out the PlanetBids Knowledge Base for articles and best practices on using Document Management.

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{171174107398=BlogPost 171174107398 Are You Making The Most Of Your Procurement Budget with PlanetBids, 182824178788=BlogPost 182824178788 Budget Drives Automation In Procurement with PlanetBids, 181839871389=BlogPost 181839871389 6 Ways Eprocurement Plugs The Holes In Your Budget with PlanetBids, 182624843067=BlogPost 182624843067 How Do Companies Budget For Procurement with PlanetBids}

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Are You Making the Most of Your Procurement Budget?

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Budget Drives Automation in Procurement

How Do Companies Budget for Procurement? A Practical Guide for Procurement Professionals

Stop Wasting Money: 6 Ways eProcurement Plugs the Holes in Your Budget