Opportunity Documents

The Documents tab allows you to centralize all files and SharePoint document locations related to an Opportunity. This ensures your capture and proposal teams can easily access solicitation documents, proposal drafts, pricing files, and supporting materials in one place.

You can add documents by uploading files directly or connecting SharePoint sites and folders.

Note: to add or view a SharePoint site and it’s documents you must have logged in with your Microsoft account.

To add or manage Opportunity documents:

This tab displays all uploaded files and connected SharePoint locations associated with the Opportunity.

Click the Add Attachment button to add documents. You will be presented with the following options:

These options allow you to centralize all Opportunity-related materials within NextStage.

NextStage integrates with Microsoft SharePoint, allowing you to connect SharePoint sites and folders directly to your Opportunity.

To connect SharePoint:

Once connected, you can access SharePoint documents directly from the Opportunity.

Important: You must be logged in with your Microsoft account and have permission to access the SharePoint site or folder.

To upload files directly to the Opportunity:

Uploaded files will be stored within the Opportunity and accessible to your team.

This is useful for storing:

All uploaded files and connected SharePoint locations will appear in the Documents tab, where users can:

Maintaining documents within the Opportunity ensures capture and proposal teams have centralized access to all relevant materials throughout the capture and proposal lifecycle.