Available on Release
Enhancements
- Users can review historical RFP grid reports with filters for details like matter type, practice area, jurisdiction, owner, vendor, matter, and proposal period. These reports let users compare past outcomes and export results to CSV, Excel, or PDF. Users can also analyze vendor performance across RFPs with default vendor-level metrics and a drill-down to vendor by practice area. These reports show participation, win rate, bid amounts, cost reduction, scoring, and response time.
Users can use Unity RFP in additional languages, namely German, Spanish, Portuguese, French, and Italian. This expanded language support also applies to key areas such as custom picklists, email notifications, and tokens.
- Panel RFPs now include default junior, mid, and senior levels for both associate and partner staff classifications. Users can also customize staff classification options in RFP settings, including disabling default values and removing custom values when appropriate.
- Users can see automatic AI summaries for submitted RFP proposals that combine response data, fees, staffing, risks, and question answers in a single review panel (Note: for users that enable the feature).
- Users can use AI to generate firm-level summaries and follow-up responses based on submitted RFP proposals. The conversational interface lets users ask targeted questions while keeping the current RFP context in view.