Documentation

Everything you need to master One Flow bidding.

Account Setup

Learn how to activate your account and invite your bid team.

Download PDF Guide

Team Members & Roles

Manage your workspace by inviting collaborators and assigning specific permission levels.

Download PDF Guide

Master Doc Upload

The foundation of your "Verified Source of Truth." Populate your Knowledge Base with previous bids and technical documents.

Note: We recommend PDF format for optimal precision.

Branding Templates

Ensure every export matches your company's visual identity. Upload your corporate templates to automate document formatting.

Creating an RFP

Initiate your project by importing tender requirements. Merge Point supports complex spreadsheet grids and structured PDFs.

One Flow Drafting

Leverage your Verified Source of Truth to generate precise, compliant answers in seconds.

Team Hub & Approvals

Bidding is a team sport. Use the Team Hub to manage the final 10% of the response that requires the human touch.

01

Tag SMEs: Assign specific questions to technical leads for verification.

02

Approval Workflow: Move items from "Draft" to "Internal Review."