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.
- Answer profiles: Named styles for how RFP answers are written, whichever assistant fills the RFP: a Concise or Detailed answer length, and writing instructions such as tone of voice or terminology. One profile is the organization default. See Answer profiles.
- 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.
- Enable reviewers: When enabled, questionnaires show a Reviewer column where you can assign a dedicated reviewer for each answer. Reviewers can approve the rows they are assigned to. Individual RFPs can override this with the Reviewer column setting in their own RFP settings.
- Only reviewers can approve rows: When enabled, only a row’s assigned reviewer, RFP owners, and admins can approve rows, and members and assignees can’t. It applies to every RFP that has reviewers turned on, whether through Enable reviewers or the RFP’s own settings.
- Enable attachments: Adds an Attachments column to questionnaires so documents can be attached to answers and included in the export. See Attachments.
Project statuses
Project statuses are the steps a project moves through, such as To discuss, Requires research, or Follow-up with customer. Every status belongs to one of six categories: Not started, Evaluating, Drafting, Completed, No-go, and Archive. The category decides what moving a project into the status does, so a custom Completed status asks for confirmation like Completed does, and a custom No-go status records a No-go decision. Every organization starts with one status per category. You can rename and recolor these, but not delete them.- Add a status: Click + on a category. Archive takes no custom statuses.
- Edit a status: Open the status menu and choose Edit to change its name, description, or color. A status keeps its category.
- Reorder: Drag a status by its handle, or use Move up and Move down in its menu. In Drafting, the order also sets how full each status’s icon is, so the icon shows how far along a project is.
- Delete a status: Projects in the status move to their category’s built-in status.
Go/No-Go analysis dimensions
Analysis dimensions are the angles your company weighs a bid along, such as whether you may formally take part, whether the contract terms work, and whether the deal is worth the money. Realm scores each dimension separately in Go/No-Go analysis. With no dimensions configured, Go/No-Go uses its standard single-score evaluation. Adding the first dimension switches new analyses over to scoring by dimension. Deleting the last one switches them back. Analyses that already ran keep the results they have.Adding a dimension
Select Add dimension. Start from Blank dimension, or from one of the built-in templates, which you can then edit:
Each dimension has:
- Name: what the dimension is called on the analysis. Keep it short, as it is the title of a card.
- Instructions: which of the tender’s requirements this dimension judges, and how strictly. Realm uses the instructions twice, first to pick the requirements this dimension should judge, then to judge them, so say what belongs to the dimension as well as what does not. Being specific matters on a large tender, because the dimensions share a fixed number of requirement judgments per analysis and a dimension that claims everything keeps only the requirements it most turns on. Each requirement is checked on its own against your knowledge base, and that is the only question a dimension asks. Instructions that ask for something else, such as an assessment of the tender as a whole or of the buyer’s wording, cannot change it: the dimension still reports how the requirements it picked measure up.
- Knowledge: Project knowledge searches the same sources as the rest of the project. Its own source selection limits this dimension to the folders and documents you pick, which is useful for a dimension that should only read your contract templates or your certificates. A dimension limited to an empty selection finds no evidence in your knowledge base, though it can still search the web if you turn that on.
- Web search: lets this dimension search the web as well as your knowledge base. Off by default.
Two kinds of dimension
A dimension either judges the requirements Realm extracted from the tender, or reads the tender documents themselves. You do not choose between them: each analysis run reads the dimension’s instructions and decides which kind they describe. The result card shows what the run did, and a document assessment lists the files it read.
A requirement dimension never sees the tender’s own text: it searches your knowledge base for evidence about each requirement, and the tender is left out because it restates the requirement and so appears to answer it. That is why a question like “is this written around a competitor’s product” becomes a document assessment. If a run decided differently than you expected, the instructions are the lever: say plainly whether the dimension should judge your fit or read the buyer’s text, then re-run the analysis.
Use the arrows on each row to set the order. It is the order the dimensions appear in on the analysis. An organization can have up to 20 dimensions.
Editing or deleting a dimension does not change analyses that already ran. Re-run an analysis to apply the change.
The summary agent
The summary agent reads every dimension’s result and decides the overall recommendation. Its instructions say how to weigh the dimensions against each other. The built-in instructions weigh dimensions by severity rather than by average, treat a failed eligibility-style dimension as ruling out a Go on its own, and separate demonstrated problems from questions your knowledge base could not answer. Edit them to match how your company decides, for example to make a legal red line as decisive as eligibility. Reset to default restores the built-in instructions.Dimensions and the summary agent are organization-wide, and changing them
needs permission to manage organization settings. Every project’s Go/No-Go
analysis uses the same set.