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Expand Your Orbit

Bid and Vendor Management is just the first layer. The PlanetBids System can bring even more power to your procurement operations.

COMING SOON

Document Management

Streamline Document Creation and Collaboration 

Quickly and easily create new documents with pre-built clauses, unlimited templates, and collaboration across teams and departments. 

Key Features

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  • Unlimited template creation and import
  • RFP-specific templates and on-the-fly creation
  • Update permissions per document or for all documents at once
  • Pre-built clause library
  • AI-assisted document creation
  • Tag users in documents to highlight and address issues
  • Real-time commenting
  • Comprehensive audit history of all changes made, when, and by whom
  • Multiple users can edit at once
  • Intuitive dashboard view of all available templates and in-use documents
  • To-do list of items that require attention
  • Easy status updates and live previews of each document 

Key Benefits

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  • Never start from scratch again.
  • Build solicitation more quickly and include all relevant info.
  • Ensure agency and legal approval to avoid litigation or other issues.
  • No extra costs or back-end configuration required to add unlimited templates.
  • Improve collaboration and communication across teams and departments with collective editing.
  • No back-end configuration needed to update permissions.
  • Create documents quickly, then use AI to make them sound professional and eliminate any errors.
  • Get a full audit history and comprehensive reporting on all documents.
  • See status updates easily to save time and meet deadlines.

Document Management is the new addition to the PB System you need to help build the right solicitations more quickly and improve collaboration across your entire agency. To learn more about Document Management and test it out in Beta, contact us now.

COMING SOON

Document Management

Streamline Document Creation and Collaboration 

Quickly and easily create new documents with pre-built clauses, unlimited templates, and collaboration across teams and departments. 

Document Management - 4
Document Management - 4

COMING SOON

Document Management

Streamline Document Creation and Collaboration 

Quickly and easily create new documents with pre-built clauses, unlimited templates, and collaboration across teams and departments. 

Document Management - 4

COMING SOON

Document Management

Streamline Document Creation and Collaboration 

Quickly and easily create new documents with pre-built clauses, unlimited templates, and collaboration across teams and departments. 

Key Features

small blue chevron arrow down icon
  • Unlimited template creation and import
  • RFP-specific templates and on-the-fly creation
  • Update permissions per document or for all documents at once
  • Pre-built clause library
  • AI-assisted document creation
  • Tag users in documents to highlight and address issues
  • Real-time commenting
  • Comprehensive audit history of all changes made, when, and by whom
  • Multiple users can edit at once
  • Intuitive dashboard view of all available templates and in-use documents
  • To-do list of items that require attention
  • Easy status updates and live previews of each document 

Key Benefits

small blue chevron arrow down icon
  • Never start from scratch again.
  • Build solicitation more quickly and include all relevant info.
  • Ensure agency and legal approval to avoid litigation or other issues.
  • No extra costs or back-end configuration required to add unlimited templates.
  • Improve collaboration and communication across teams and departments with collective editing.
  • No back-end configuration needed to update permissions.
  • Create documents quickly, then use AI to make them sound professional and eliminate any errors.
  • Get a full audit history and comprehensive reporting on all documents.
  • See status updates easily to save time and meet deadlines.

Document Management is the new addition to the PB System you need to help build the right solicitations more quickly and improve collaboration across your entire agency. To learn more about Document Management and test it out in Beta, contact us now.

NEW

Single Sign-On

SSO for PlanetBids users is here!

PlanetBids users are now able to access their account using Single Sign-On (SSO). Link your PB System™ portal to internal identity management systems like Active Directory, Okta, and Microsoft Entra to easily access your PlanetBids modules with the same system you use for the rest of your agency software. Your team members will no longer need a separate login to access their account, and all access can be centrally managed by your internal IT team.

SSO is only available to internal team members. It does not impact how vendors log in.

Key Features

  • Improve security by consolidating logins into a single set of credentials
  • Reduce the number of data security weaknesses
  • Enforce agency password policies centrally

To learn more about adding SSO to your PB System™, contact us.

NEW

Single Sign-On

SSO for PlanetBids users is here!

PlanetBids users are now able to access their account using Single Sign-On (SSO). Link your PB System™ portal to internal identity management systems like Active Directory, Okta, and Microsoft Entra to easily access your PlanetBids modules with the same system you use for the rest of your agency software. Your team members will no longer need a separate login to access their account, and all access can be centrally managed by your internal IT team.

SSO is only available to internal team members. It does not impact how vendors log in.

Key Features

  • Improve security by consolidating logins into a single set of credentials
  • Reduce the number of data security weaknesses
  • Enforce agency password policies centrally

To learn more about adding SSO to your PB System™, contact us.

Single Sign-On
Single Sign-On

NEW

Single Sign-On

SSO for PlanetBids users is here!

PlanetBids users are now able to access their account using Single Sign-On (SSO). Link your PB System™ portal to internal identity management systems like Active Directory, Okta, and Microsoft Entra to easily access your PlanetBids modules with the same system you use for the rest of your agency software. Your team members will no longer need a separate login to access their account, and all access can be centrally managed by your internal IT team.

SSO is only available to internal team members. It does not impact how vendors log in.

Key Features

  • Improve security by consolidating logins into a single set of credentials
  • Reduce the number of data security weaknesses
  • Enforce agency password policies centrally

To learn more about adding SSO to your PB System™, contact us.

Single Sign-On

NEW

Single Sign-On

SSO for PlanetBids users is here!

PlanetBids users are now able to access their account using Single Sign-On (SSO). Link your PB System™ portal to internal identity management systems like Active Directory, Okta, and Microsoft Entra to easily access your PlanetBids modules with the same system you use for the rest of your agency software. Your team members will no longer need a separate login to access their account, and all access can be centrally managed by your internal IT team.

SSO is only available to internal team members. It does not impact how vendors log in.

Key Features

  • Improve security by consolidating logins into a single set of credentials
  • Reduce the number of data security weaknesses
  • Enforce agency password policies centrally

To learn more about adding SSO to your PB System™, contact us.

Ready to Level Up Your PB System™?