Work on the same deliverable at the same time

You and the people you invite can now edit one deliverable together and see each other’s changes as they happen. No more “are you in it right now?” before you open a proposal.

What you’ll see

• Changes appear as they’re made. When a colleague or client edits a box, you see the new text on your screen within a second or two, without reloading.
• You can see who is where. The people in the deliverable show at the top of the editor, and a box someone is editing carries their name, so you know to work elsewhere for a moment.
• One person per box. Two people can work in the same deliverable at once, each in their own box. When someone clicks out of a box, it’s free again.
• Every change is kept. Every save is kept in Revision History, so any change, yours or theirs, can be undone.

How collaborating works · Invite someone to a deliverable

Also new: an AI version of every business template

Every business template now has an AI version, from capability statements and consulting proposals to case studies and monthly reports. Open Templates, choose AI Templates, pick one and describe your company to get a first draft built on that template. See them all

Something not working the way you expect? Contact us and we will take a look.