Zbizlink Office Addin

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Get Zbizlink office Add-in for Word 1. Open MS. Word/Login to the Office 365. 2. Click Insert > Get Add-ins/Add-ins OR over web Office 365 3. In the Office Add-ins...

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Introduction

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Zbizlink helps organizations submit responses to government-issued RFPs, RFRs, RFIs, and RFQs through features including, but not limited, to: Proposal Management, Capture Management, Resource Management, Templates Management, past performance data...

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Getting Started with Zbizlink

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Zbizlink is the ultimate tool for proposal development because it does more than just manage proposals – it supports the full business development lifecycle. Zbizlink will support your win strategy...

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Setting Up Company Profile

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3.1. Creating Company Profile with SAM A SAM import gathers data from the federal SAM system using the organization’s DUNS number provided at the time of your business registration. Zbizlink...

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Visual Tour to Zbizlink

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Creating a Company Profile and managing it is very simple. Zbizlink tells you how to complete the process step-by-step with easy-to-remember tools, alert notifications, and a virtual Tour Guide. 4.1....

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Profile Management

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5.1. Viewing Company Details In the Company Details section, select the “Details” tab to quickly view the information entered during initial setup of your Company Profile. Figure 5.1 illustrates the...

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Win Strategy Questions

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The Win Strategy Questions section provides the flexibility to edit, add, or subtract from the pre-defined checklist questions offered for Opportunity analysis and proposal management (Refer to Section 11.5 Making...

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System Settings

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The System Settings allow you to manage your complete Company Profile and ensure all settings are working together. Figure 6 shows the menu options. Figure 6. System Settings Menu Use...

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Resource Management

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In the Resource Management section, Zbizlink provides the following functionalities: Resume Parsing -> Add new Resources or team members using their resume. Manual Entries -> Add the new Resources or...

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Individual and Bulk Invitations

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8.1. Inviting Individual Resources In the Invite Resource section, the Admin User can invite Resources to create their Resource Profiles. Instructions: First, click “Add Invitation”. Next, provide a valid “Email”....

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F.A.Q

Have any concerns about using Zbizlink?

Not at the moment. Yet, we are actively discovering new ways to add value for our customers. Submit your request here.

Data protection and privacy are the highest priority for Zbizlink. Your data is hosted on secure platform, Microsoft Azure.

No, it is not required for your added Partners to obtain a Zbizlink subscription to view shared information. Yet, Zbizlink’s referral program offers discounts for new client referrals. Contact support@zbizlink.com for more information.

.doc, .docx and pdf formats are supported in the parser feature.

Yes, once the document’s information is extracted, you can select each section in the Editor window to make edits.

Yes, absolutely. Admins have full control over your Zbizlink account and can restrict/allow employee access to the account, as well as assign according to role.

Yes, a user can import Word or PDF files from their computer, as well as from cloud storage. Imported files can be placed into the proposal response using the Import File feature in the Response Wizard, or the Dynamic Variables feature.

Zbizlink simplifies communication and collaboration at every step. Respond directly to others’ comments in the Opportunity or proposal sections or send instant messaging and notifications or reminders to internal or external team members in the Messages module.

There are no cancellation charges/fees for the month-to-month package (Tier I). Simply send us an email to discontinue the service via support@zbizlink.com. Additional charges may apply based on subscription. Please see our Refund Policy.

Yes, users can host Zbizlink on-premise or in the cloud. On-premise hosting is available with an additional charge. Contact us via support@zbizlink.com for more information.

Zbizlink users can use our proposal management software in Windows and Mac, as well as on mobile for iOS and Android.

Yes, Zbizlink provides customer onboarding and training free of charge.

Yes, absolutely. Zbizlink offers a 14-day free trial.