Features > Customisable Tools & Flows

Build Workflows That Work Your Way

Customisable tools tailored to your bid and proposal process.
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Stop searching... Start winning!

Stop wasting time digging through folders. Answertree uses semantic AI to understand context and deliver spot-on answers, so you can focus on winning, not searching.
Fully Customisable

Custom Workflows

Easily design flows that mirror your team's real process.
Adaptive Design

Flexible Tools

Adapt templates and forms for different bid requirements.
Standardise + Scale

Scalable Operations

Standardise best practice while keeping agility.
Role-Based Actions

Route work to the right people automatically.

Assign steps by role, owner or team and add approvals and handoffs—no micromanaging required.
SLA & Reminders

Keep every bid on schedule.

Due dates, SLAs and automatic chasers nudge SMEs, remove manual follow‑ups and prevent bottlenecks.
Audit‑Ready

Full history of every change.

Timestamped activity logs track who did what and when for compliance and post‑bid reviews.

Why Customers love Answertree

"Answertree is quick and simple to access and utilise. The search functionality is useful since it allows me to quickly discover the information I need. The collaboration capabilities have greatly simplified the process of working on proposals together.”
Ayush Jadon
RFP Sales and Security, Calabrio
See Case Study

Frequently Asked Questions

Find answers to your questions about RFP, RFQ, DDQ, and proposal management services.
Can Answertree mirror our existing bid workflow and approvals?

Yes. We configure stages, roles and approvals to replicate your current process. This includes gated reviews, SME contributions, and sign‑off steps aligned to your governance model.

Will IT need to rebuild our process to use Answertree?

No. It’s no‑code. Our Customer Success team sets up your workflows with you, and you can iterate over time without engineering effort.

Can we support multiple frameworks and regions with different rules?

Yes. You can run multiple project types with their own templates, rules and permissions per region, framework or customer.

Reach out to our team for assistance
Answertree AI, Software for High-Performing Bid Teams

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Wow your colleagues with a library with the perfect answer to every question. One that understands its content and gets smarter.

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