How to attach documents to an opportunity

Part of the value of Bidspeed is that it keeps track of everything related to an opportunity. Most of the time, you’ll want to attach everything –email, proposals, designs, and any material you send to the contracting officer. This allows you to revisit the opportunity later for reference purposes and even reuse documents on another proposal.

Bidspeed allows you to attach any type of document and store it along with the opportunity. Documents stored in Bidspeed are secure, only available to authorized users of your account, and automatically indexed for searching purposes.

Attaching a document is easy. To attach a document, first navigate to the opportunity. Next, click on the “New” link on the upper right corner of the “Documents” panel.

Now, from the “New Document” form, click on the browse button, select the file from your file system, type a description and click save.

Bidspeed supports full text searching of documents. To search for a document, type the prefix “doc:” plus the text you want to search for in the search box at the top of the page and press enter.

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