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As an administrator, you can configure default settings for your organization’s RFP workflow to ensure consistency and streamline the process for all users. To access these settings, navigate to Settings > Organization > RFP settings.

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Available RFP settings

  • Default RFP assistant: Choose the default AI assistant that will be used to answer RFPs across your organization. This is set to Realm by default, but you can select a custom-built agent tailored for your use cases.
  • Require explicit approval for export: When enabled, RFPs must receive explicit approval before they can be exported. When disabled, RFPs can be exported at any time without requiring approval. This setting applies to all newly created RFPs.

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Role settings

Role settings allow you to control what different users can do within an RFP. Row-level roles are based on a user’s assignment within the RFP, rather than their organization-wide role:
  • Assignee can approve rows: When enabled, the user assigned to answer a row can also mark it as approved.
  • Reviewer can approve rows: When enabled, the user assigned as a reviewer for a row can mark it as approved.
Organization roles define what actions are available to different user types across the organization. You can manage permissions for the default Owner and Member roles, or create custom roles with Add role.
PermissionDescription
Can approve rowsMark individual answers as approved.
Can assign reviewersAssign a reviewer to a question.
Can assign rowsAssign a question to a team member.
Can export RFPExport the completed RFP file.
Can mark RFP completedMark the entire RFP as complete.