Eval by Vivun

Start every deal with a shared plan instead of scattered email threads. In Eval by Vivun, open a workspace the moment a conversation gets serious. Name the initiative, outline goals, document scope, and drop in the timeline you’re proposing. Invite your customer’s stakeholders alongside your account team so everyone works from the same place. Create tasks for discovery, security reviews, and pilot setup; assign owners and due dates; attach relevant collateral from your library. Notifications keep contributors moving without chasing. As tasks complete, update status and leave notes so buyers see momentum in real time.

When requirements change—and they will—capture them directly in the workspace. Add a new request, link it to impacted tasks, and include supporting files or meeting notes. Use comments to clarify the why behind the change, then assign follow‑up actions to the right people. The audit trail records who updated what and when, so there’s no dispute over versions or commitments. If timelines shift, reflect the update and call out the impact for executive visibility. This keeps your team and your customer aligned on trade‑offs, reduces surprises, and protects the relationship when priorities move.

Turn collaboration into signed agreements without leaving the hub. Draft your proposal or mutual action plan where both sides can review, ask questions, and suggest edits. Attach pricing, security artifacts, and implementation outlines so decision makers have everything at hand. When you’re ready to walk through the plan, switch to Presentation Mode to guide the discussion and confirm checkpoints. As details lock, post the final files, route any last tasks (e.g., legal review) to owners, and notify the customer for sign‑off. The archive keeps a clean record of approvals and final deliverables once the deal closes.

Use the same approach for complex evaluations that involve many voices. Invite executives for milestone reviews, loop in technical SMEs as guests for specific tasks, and tag internal teammates for content creation—like writing RFP responses, building demo scripts, or assembling architecture notes. Keep the content library tidy with the latest decks and one‑pagers so reps don’t hunt through drives. If a project is paused, archive it for safekeeping; if it resumes, bring it back with the context intact. This repeatable workflow builds trust, shortens cycles, and gives both sides a single source of truth from first call to close.