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The Overview tab is the shared view of a bid. It shows the current outcome, what is moving and what needs your attention, for your team and for Emma.

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Properties

The properties panel shows:
  • Status: the bid’s stage. Change it from the dropdown. See Stages.
  • Assignees: click Add assignees and choose from Select collaborators. Assigned colleagues get a notification.
  • Start date and End date: the end date is the bid deadline. Edit it and click Save.
  • Buyer, Related opportunity, Country, and Files (the number of documents in the room).
  • Phase, Progress and Deliverables: these come from Emma’s goal for the bid.
Viewers can read these properties but cannot change status, dates or assignees.

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Emma’s goal and deliverables

When you ask Emma to work on the response, she creates a goal for the Bid Room. She breaks it into deliverables, such as a response plan, a method statement or a completed pricing schedule. Progress shows as “3 of 8 complete”, for example. Each deliverable shows its state. Items marked Ready for review need someone on your team to check them. If no work has started yet, Progress shows “0 of 0 complete”. Start the response work with Emma in the chat and her deliverables appear here.

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Activity and questions

The Activity feed lists what happened in the room: who created or updated it, changed the status, assignees or end date, uploaded files, or edited form fields, plus Emma’s progress on her deliverables. When Emma needs a decision from you, her question appears in the feed as Needs input.
1

Click the Needs input entry

2

The chat opens beside the Bid Room on that exact question

3

Answer the question

Choose an option, write your own answer, or click Skip for now.
The question stays open until your answer reaches Emma. She keeps working on anything that does not depend on it. See Questions and approvals.

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Source documents

Use Upload document to add buyer files or supporting material, and Open document to view a file. Files opened here use the same document workbench as the Documents tab.

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Comments and @Emma

Type in Add a comment or type @ to mention a colleague… to discuss the bid.
  • Type @ and pick a colleague to notify them. You can only mention people who have access to this Bid Room.
  • Pick @Emma to hand her a task from the comment. Emma reads the comment and starts working, and her progress shows in the Activity feed and in chat. @Emma is offered only if you can use Emma.

Comment to @Emma

Use comments for decisions your colleagues should see later. Use the chat for longer back-and-forth with Emma.

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What Emma does in the Bid Room

When you ask, Emma can update the status, assign document owners and write working notes. For decisions that commit your company, such as whether to bid, pricing and submission, she asks you first. Your team submits the bid.

Goals and work

Questions and approvals

Run a bid with your team

Where Emma works

Last modified on October 28, 2026