Project Management

Effortless Project Management, Powerful Outcomes

Achieve More with Less

Seamless collaboration across teams

Tackling an RFP, DDQ, or security questionnaire is a team job. Bring all your stakeholders into one space, auto-assign tasks for projects, and track progress easily.

Goodbye, last-minute submissions!

Delays caused by long review and approval wait times are a thing of the past. Automate review cycles and ensure your responses are accurate and up-to-date.

From tedious to effortless, thanks to AI

Filling out a questionnaire doesn’t have to take days. Generate AI responses grounded in company knowledge to several questions and pages at once.

Track progress for every RFP, RFI & security questionnaire

  • Get a real-time view on completed and pending tasks, questions, sections and tabs
  • Stay on top of open projects to ensure timely delivery of responses to clients
With rfp project management get a real-time view on completed and pending tasks, questions, sections and tabs

Generate AI responses to 100s of questions in seconds

  • Auto-generate responses to RFPs, RFIs, or security questionnaires using the knowledge sources integrated and content uploaded in SiftHub Platform
  • Track autofill progress easily through the Activity Center and the SiftHub Web App
Track autofill progress via rfp project management through the Activity Center and SiftHub Web App

Unlock intelligent task creation & assignment

  • Auto-create tasks for new content generation, response reviews, and approvals
  • Assign tasks intelligently to the right Subject Matter Expert (SME) without any manual effort
  • Ensure the drafted responses are reviewed and approved on time
RFP project management allows you to auto-create tasks for new content generation, response reviews, and approvals

Streamline content review and approval with agentic workflows

  • Access open tasks assigned to you for answering or reviewing
  • Change ownership of a pending review or approval task from within the response document or sheet
  • Leave comments against the tasks to ensure all the teams are on the same page
  • Eliminate the need to ‘alt-tab’ between multiple windows to complete a task or notify your teammates
Streamline content review and approval with agentic workflows with rfp project management

Manage all supporting documents in one place

  • Maintain all supporting documents related to a specific deal in one project space
  • Flesh out project details like name, due date, and description automatically
Manage all supporting documents in one place with rfp project management

Sift through our connectors

Our out-of-the-box Connectors and customizable options ensure a tailored experience to your business needs from Day 1.

slack
Slack
salesforce
Salesforce
hubspot
Hubspot
google drive
Drive
Highspot
Highspot
zendesk
Zendesk
Sharepoint
SharePoint
MS-Teams
Teams
Browse Connectors

Frequently asked questions

What does SiftHub’s Project Management feature enable teams to do?

It allows you to bring stakeholders into one project space, auto-assign tasks, track progress across sections or tabs, and ensure timely delivery of RFPs, RFIs, or security questionnaires.

How does Project Management reduce last-minute submission risks?

By automating review and approval cycles, providing real-time visibility on completed vs. pending tasks, and eliminating the need for manual follow-ups across tools.

How does SiftHub support collaboration and workload assignment in projects?

It auto-creates tasks for content generation, review, or approval, intelligently assigns them to the right subject-matter experts, and allows ownership transfers and commenting directly within documents.

Can Project Management handle supporting documents and archive all project-related content?

Yes. You can manage all supporting documents, set project details like name, due date, and description, and keep everything tied to one project space for easy access and traceability.

What access options does SiftHub’s Project Management feature offer?

SiftHub sits within your browser and Microsoft 365 workspace. You can view project tasks, add comments, or review progress directly from the SiftHub Browser Extension or Microsoft add-in, keeping every update accessible without switching tabs.

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