Decision Rooms
Decision Rooms are collaborative workspaces in Valent where your team comes together to respond to RFPs. Each room contains everything needed to analyze, qualify, and respond to a specific opportunity.
What is a Decision Room?
A Decision Room is a dedicated space for a single RFP response. It includes:
- Resources — Uploaded documents and source materials
- Collections — Organized groups of extracted items (requirements, deliverables, etc.)
- Proposal — The response document you’re building
- Team Collaboration — Comments, assignments, and activity
Creating a Decision Room
- Click “New Decision Room” from the home screen or dashboard
- Select RFP Response as the room type
- Give it a clear, descriptive name (e.g., “Acme Corp - IT Services RFP”)
- Invite team members who will collaborate
Decision Room Structure
Home Tab
The landing page for your room:
- Overview of progress
- Recent activity
- Quick actions
Resources Panel
Where your source documents live:
- Upload RFPs, addenda, and reference materials
- Track analysis status
- Access original files
Collections
Organized views of extracted items:
- Requirements — Mandatory and desired items to address
- Deliverables — What you must provide
- Questions — Items requiring clarification
- Deadlines — Key dates and milestones
Proposal Tab
Your response document:
- Auto-generated outline from RFP structure
- Section-by-section editing
- Compliance tracking
Team Collaboration
Inviting Members
- Open the Decision Room
- Click Settings or the team icon
- Add members by email
- Assign appropriate permissions
Roles in a Decision Room
| Role | Capabilities |
|---|---|
| Owner | Full control, can delete room |
| Editor | Upload, analyze, write, review |
| Reviewer | Comment and approve |
| Viewer | Read-only access |
Activity Feed
Track everything happening in the room:
- Document uploads
- Status changes
- Comments and mentions
- Approvals
Best Practices
- Name rooms clearly — Include client name and RFP identifier
- Upload complete files — Include all addenda and amendments
- Assign ownership early — Know who’s responsible for each section
- Keep it organized — Use tags and filters to manage complexity
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