User Seats & Custom Team Workflows
Professional and Max currently list one user seat each. Multi-user requirements are not represented as standard self-serve plan features and must be reviewed separately.
Current published seat limit
Professional: one user. Max: one user. Book a demo for current plan details and do not assume that organization records in the application create additional licensed seats.
Standard plan facts
- • Both current software plans list one user seat.
- • Professional includes saved-search, saved-opportunity, calendar, officer-search, and support features.
- • Max adds AI bid and proposal-document analysis capabilities and higher search volume.
- • Current plan details are reviewed through a demo.
Do not assume
- Bulk team invitations or published seat packs
- Standard role tiers for proposal owners, editors, reviewers, and viewers
- Multi-user opportunity assignments with guaranteed notifications
- Real-time proposal co-editing, comments, approvals, and section ownership
- Published Salesforce, SharePoint, Microsoft 365, Slack, or SSO connectors
Scope a multi-user requirement
Workflow Automation offers custom implementation and integration planning. A consultation is a discovery step, not confirmation that a requested connector, permission model, or collaboration feature is already built.
- 1How many users need access, and which records should each role see?
- 2Where are opportunities, tasks, proposal files, and approvals managed today?
- 3Which assignments, reminders, audit records, and handoffs are required?
- 4Which identity, SSO, CRM, calendar, or document systems must be evaluated?
- 5Which federal or state/local sources are in scope, and how often must they be checked?
Before adding or changing access
Confirm licensing, data visibility, export controls, and the effect on shared opportunity or calendar records. If your account shows controls that conflict with the published one-user plan facts, contact support before using them for a production team workflow.