Skip to main content
RFP Settings let you configure organization-wide defaults for the RFP workflow. Navigate to Settings > Organization settings.
RFP settings with default assistant and export approval toggle

​
Default RFP assistant

Choose which AI assistant is used by default when filling RFP cells. Users can still override this per project, but the default applies to all new RFP projects. Use the Default RFP Assistant dropdown to pick a public assistant. If the selected assistant is deleted or made private, a warning will appear prompting you to select a new one.

​
Require explicit approval for export

Toggle this on to require explicit approval for all rows in new RFPs before they can be exported. This adds a review step to ensure all responses have been checked. This is a default for new RFP projects. Individual projects can override this setting.

​
Project roles

Project roles define what users can do within an RFP project. Each role has a set of permissions that control actions like editing cells, approving responses, and exporting. The permission matrix shows roles as columns and permissions as rows. Use the checkboxes to enable or disable specific permissions for each role.
Project roles permission matrix
The Owner role is built-in and always has all permissions. You can create additional custom roles to match your team’s workflow. To create a role, click Add Role, give it a name, and configure its permissions. To edit or delete a role, use the buttons in the matrix header. Changes are batched, so you can edit multiple permissions and save them all at once.

​
Row-level roles

In addition to project roles, you can configure whether row-level assignees and reviewers can approve rows:
SettingDescription
Assignee can approve rowsWhen enabled, the user assigned to a row can approve it
Reviewer can approve rowsWhen enabled, the user designated as reviewer for a row can approve it