Workspace

One workspace for your entire team

Projectory brings progress tracking, document assembly, key date management, and email notifications into one workspace. From first draft to final export, your entire proposal lifecycle lives in one place.

Workspace feature overview

Unlimited

Seats on every plan

Real-Time

Status and progress tracking

Secure

Role-based access control

Capabilities

Built for how proposal teams actually work

Assignments, deadlines, and permissions designed specifically for the proposal lifecycle, from kickoff to submission.

Workspace capabilities and benefits

Team Assignments

Assign proposal sections to writers, reviewers, and subject matter experts. Each team member sees exactly what they own, the requirements they need to address, and their deadlines.

Key Date Extraction and Deadlines

Important dates are automatically extracted from the solicitation and surfaced for planning. Set milestones for drafts, reviews, and final submissions, and the workspace tracks progress against each deadline.

Progress Tracking and Email Notifications

Monitor completion progress across every section at a glance. Automated email notifications keep the team aligned on status changes, assignments, and approaching deadlines without constant status meetings.

Document Assembly and Export

Compile all proposal sections into a single polished document. Rich text editing supports 150 to 200 pages, and finished proposals export to PDF or DOCX ready for submission.

How It Works

From kickoff to submission in one place

01

Create the Workspace

Set up a workspace for each opportunity. The proposal outline, compliance matrix, and assignments are organized in one place.

02

Invite Your Team

Add writers, reviewers, and stakeholders with the appropriate access levels. Everyone joins the same workspace with their roles already defined.

03

Track to Submission

Monitor progress across every section, manage review cycles, and ensure nothing is missed before the deadline.

How the Workspace works

Bring your team into one workspace

No more chasing updates across email and chat. Give your proposal team one secure place to plan, write, and review together.