Data Calls

Collect what your teaming partners owe the proposal - one private portal link per partner, no account needed.

3 min read

Proposal Managers, Capture Managers

How a Data Call Works

Data calls collect what your teaming partners owe the proposal. On the Workspace tab, open Updates > Data calls, or ask the AI chat to create data calls from this outline: the AI plans what each partner must send from Section L, Section M, the PWS and your outline.

1
Build each partner's Word package and send each one a private portal link by email. Partners need no ProposalWorkspace account and see only their own part.
2
On the portal a partner downloads the package, confirms company details, uploads answers (PDF, Word, Excel, PNG or JPG, up to 25 MB each), can save and finish later, and submits.
3
Packages and uploads are saved in Documents > 06 - Subcontractor Inputs & Data Calls, and you get a bell notice when a partner uploads or submits.
4
Submitted answers are checked against the RFP, and answers that pass can be written into the Proposal canvas, with Undo.

From the tracker you can send reminders, request changes, accept answers and turn a link off. The automatic check uses AI credits.

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