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Northdocs

Use cases

Share the proposal, not its sensitive terms

For procurement and bid teams that need a clean evaluation copy without exposing commercial details or personal contacts.

Procurement teams use the Northdocs RFP kit to prepare vendor proposals for controlled sharing. One preset finds unit prices, bid totals, contact details, company registration, NDA terms, and trade secret markers. Reviewers pseudonymize people, redact commercial data, and release only after fail-closed verification passes.

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Where proposal sharing creates risk

  • Pricing appears in rate cards, tables, appendices, and narrative text under different labels.
  • Contact names, emails, phone numbers, and company identifiers are repeated across the response.
  • NDA and trade secret markings are easy to miss when an evaluation pack is assembled under deadline.

What the RFP kit changes

  • One-click detection and category-mode defaults for proposal scrubbing
  • Readable person pseudonyms with pricing and contact details permanently removed
  • A proposal checklist plus fail-closed verification before release

How procurement teams scrub proposals

  1. 1

    Apply the RFP kit and create the case

    An admin applies the Vendor and RFP pack under Categories, then the team starts with the Vendor / RFP proposal template.

  2. 2

    Review commercial and identity findings

    Confirm unit prices, totals, contacts, registration details, NDA terms, and trade secret markers. Pseudonymize people when context matters.

  3. 3

    Verify the clean evaluation copy

    Apply by category, inspect appendices and scans, and release only when verification passes.

Questions for this use case

Does the kit decide what our evaluators may see?
No. It supplies detection and mode defaults. Your proposal owner still defines the audience and decides which commercial fields may be released.
Can we add our own confidential product names?
Yes. Add organization-specific terms under Keywords. Use Magic Redact when a concept cannot be expressed reliably as a keyword or safe pattern.

Start with a real pack

Upload documents, accept identities once, and export only after verification passes.

Start 30-day free trialGet the redaction checklist