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Effortlessly export project briefs and proposals, along with their associated attachments, enabling off-line collaboration and additional analysis. For customers, you can also download multiple proposals for in-depth side-by-side comparison.

To export a brief, open the project brief and click on “Download.” To export attachments, select the checkbox and click on “Download.” Glo will provide you with a ZIP file containing the project scope and proposal requirements in Word format, along with attached documents.

For customers, to export a specific proposal, go to the proposal you want, click on “Other Options,” and then “Download.” To export attachments, select the checkbox and click on “Download.” Glo will provide you with a ZIP file containing the proposal in Excel format, along with attached documents.

For customers, to export multiple proposals for side-by-side comparison, select the proposals you want, open the “Download” dropdown, and click on “Proposals.” To export attachments, select the checkbox and click on “Download.” Glo will provide you with a ZIP file containing all the selected proposals in Excel format, along with attached documents.

For Providers, to export a specific proposal, go to the proposal you want and click on “Download.” To export attachments, select the checkbox and click on “Download.” Glo will provide you with a ZIP file containing the proposal in Excel format, along with attached documents.

Introducing our new streamlined invitation process, designed to elevate your user experience. You can now add existing team members and invite new ones in one efficient invitation process. Glo will also provide instant confirmation when team members are added to the project.

Expanding your project team is easy—just click “Add Team Member” on the “Project Team” page. Browse or search for existing users in your company, then check the box to add them to your project. To invite new team members not yet using Globality, click on “Invite New User” and input the user's name, email, and an optional welcome message. Click on “Add” and Glo will send out email invitations to join the platform and your project. You can also resend email invitations to users who have yet to create an account on Globality. 

We are pleased to introduce a provider feature that will improve your user experience. After uploading a non-smart pricing template, providers will now be prompted to enter the total project cost and expenses in platform, capturing critical pricing summary and increasing transparency and consistency. This new feature allows Glo to ensure all provider pricing is available in the proposal detail view, proposal table, comparison dashboard, and Glo Insight visualizations, so you can leverage key information to efficiently evaluate all providers.

This enhancement enables you to self-serve more effectively and easily invite new providers in companies with multiple email domains. When you invite provider users with new email domains, Glo alerts you with a message and you have the flexibility to proceed, with the new domain automatically added to the provider's account (unless the domain is that of a common third party such as gmail.com). 

In an effort to continue to deliver exceptional user experience, you will see an update to the roles in Globality and a new "Clients" page. We are streamlining existing roles and introducing two new account-level roles: Provider Administrator and Team Member.

These new capabilities will enable you to view and manage the clients you work with on Globality projects in one central place, driving further compliance.

Feature available starting November 16, 2022.

To improve your experience and make it clear what sections are required when you are building a proposal, you will see a banner at the top with the number of required sections, as well as an asterisk (*) by each section title.

You will also get a more prominent alert highlighting what needs to be filled out if the proposal is submitted without completing the required sections. 

We are excited to give you a heads-up about an important enhancement to the email notifications you receive when you are invited to a project opportunity on the Platform.

The emails have been simplified and co-branded with client-related information such as the company name, sender’s name, and project name, which will ensure you do not miss out on project opportunities.

Feature available starting November 17, 2022.

Check out this new guide to learn all about creating and submitting proposals on the Platform so you can maximize your opportunies to be selected for projects.