TODDDocsHelpDocs HelpDocuments · Proposals · Knowledge · Reuse
Docs is a workspace for the documents your business runs on. Store RFPs, drafts, notes, PDFs, images, and videos in one place, let TODD, your AI assistant, turn an RFP into a draft proposal, and capture what your team knows so it stays when people leave.
Watch how it works
Docs gets useful as soon as it has something of yours in it. Start with one file you actually use, such as an RFP you received, a past proposal, or a capability statement.
Connect the inbox where your RFP alerts arrive, from OpenGov, King County, Bonfire and others. Use a semi-dedicated inbox, like bids@yourcompany.com: TODD reads only the senders you list and never marks anything read.
Saying no early saves you a long bid you can’t win. Open an opportunity to see its fit score, the must-haves TODD checked, what they’ll score you on and the key dates.
TODD plans the proposal from the RFP’s own sections and scoring, then drafts each section from your profile and Knowledge. The “TODD is working” note in the corner shows what it’s writing and about how long it will take.
Review & send shows exactly what the buyer gets: the email TODD wrote, the proposal PDF and the attachments it found in Documents. The RFP checklist and a score check run before you send.
Want a second look first? On Review & send, choose Get approval. Add anyone by name or email, including people outside your company. They don’t need a TODD account.
The opportunity keeps going after you send. Log replies from the buyer, prepare for an oral presentation, and record how it went.
Documents is your searchable library for every file TODD can use. Knowledge holds your saved answers about the company, which TODD reuses in every proposal.
New starts any document: a cover letter, a capability statement, an edit of a Word file, or a blank page. Say what you’re writing and TODD picks the sources.
Common questions
A button shows a spinner as soon as you press it, until its work is done. For anything that takes longer, a “TODD is working” note in the bottom-left corner says what TODD is doing, how far along it is and about how long is left, on any page. Click it to go back. When it finishes, you get a short message saying so.
Yes. On Review & send, choose Get approval and add them by email or just by name. They get a private link that opens only that proposal, with no account or sign-in. The link stops working when the RFP closes, or when you remove them.
TODD is the AI assistant built into Docs. It improves your drafts, writes proposals from RFPs, and answers questions about the page you’re on. Docs is one of the workspaces TODD powers.
From an inbox you connect on Opportunities (RFP inbox). Use a semi-dedicated one, like bids@yourcompany.com, where your OpenGov, Bonfire, King County or city portal alerts arrive. Every 10 minutes TODD reads only the messages from the senders you list, never marks anything read and never moves or deletes mail, then scores each RFP against your profile. You can also add an RFP file yourself with Add an RFP.
TODD finds RFPs by watching for alert emails. In an inbox that's mostly alerts, none get buried, and your personal mail stays out of the picture. If your alerts already arrive at a shared address like info@, you can connect that; Outreach and Docs can use the same inbox.
No. You can explore every page as a guest. To upload files, save drafts, or add knowledge, sign in so your work is saved to your workspace.
You can start for free with a small number of documents and knowledge entries. When you need more room, upgrade from the pricing page.
Yes. The Knowledge Base and Response Flow come with Docs. Use them together to go from files to reusable answers.
My Documents accepts PDFs, Word documents, images, videos, music, and other files. RFP upload accepts PDF and Word files, and Document Studio opens Word (.docx) files.
Response Flow is the step-by-step form you use to add a knowledge item. It walks you through the question, answers, evidence, recommendations, resources, and keywords so every entry is complete and easy to find later.