WizardRFP Help Center
Team Collaboration
Work together seamlessly on proposals
Real-Time Collaboration
WizardRFP enables seamless real-time collaboration with section locking, live cursors, comments, and structured approval workflows. Get your whole team working together efficiently.
Team Roles & Permissions
Admin
Full access to all features, can manage team and billing
Permissions:
- All proposal access
- Team management
- Billing & settings
- Integration setup
Editor
Can create and edit proposals, invite collaborators
Permissions:
- Create proposals
- Edit all sections
- Invite reviewers
- Export documents
Reviewer
Can view proposals and provide feedback via comments
Permissions:
- View proposals
- Add comments
- Suggest changes
- Review final versions
Viewer
Read-only access to shared proposals
Permissions:
- View shared proposals
- Download final versions
- See comment threads
- Access history
Getting Started Guides
Set Up Team Collaboration
Get your team working together on proposals with real-time editing and structured workflows.
You'll learn:
- Invite team members
- Configure roles and permissions
- Set up collaboration preferences
- ...and 2 more topics
Real-Time Editing & Comments
Master collaborative editing features including comments, suggestions, and live cursors.
You'll learn:
- Use live collaborative editor
- Add comments and suggestions
- Resolve feedback efficiently
- ...and 2 more topics
All Collaboration Guides
Set Up Team Collaboration
Get your team working together on proposals with real-time editing and structured workflows.
Real-Time Editing & Comments
Master collaborative editing features including comments, suggestions, and live cursors.
Roles & Permissions Management
Control who can access, edit, and approve different parts of your proposals.
Custom Approval Workflows
Create structured review and approval processes for your proposal development.
Key Collaboration Features
Section Locking
Prevent editing conflicts by temporarily locking sections while someone is working on them.
Smart Notifications
Get notified when someone comments on your sections or when your review is needed.
Version History
Track all changes with detailed version history and easy rollback capabilities.
Live Presence
See who's online and working on the proposal in real-time with live cursors.
Ready to Collaborate?
Start by inviting your team members and setting up your first collaborative proposal. Our quick setup guide will have you working together in minutes.