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.
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.
Documents is your searchable library for PDFs, images, videos, music, Word documents, and other files TODD should know about.
Connect the inbox where your RFP alerts arrive, from OpenGov, King County, Bonfire and others, or add the RFP file yourself. Use a semi-dedicated inbox, like bids@yourcompany.com: TODD reads only the senders you list and never marks anything read. It scores each RFP against your profile.
When a proposal asks something Docs doesn’t know yet, TODD asks you in the editor. Each answer is saved to Knowledge, so you only answer it once.
Knowledge holds every answer, with its evidence, recommendations and resources. TODD flags answers that are over a year old.
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
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.