Proposal Generating

Generate detailed, compliant proposals tailored to your company’s strengths and the opportunity requirements

Overview

The Proposal Generating feature transforms how you create government contract proposals. By combining contract requirements with your company profile, the AI generates comprehensive, compliant proposals that highlight your competitive advantages and address every solicitation requirement.

1. Getting Started

   Before generating a proposal, the opportunity must be added to your Journey Hub:

   1. Navigate to the opportunity you want to bid on
   2. Click Star Journey to add it to your Journey Hub
   3. Open the opportunity from your Journey Hub
   4. Navigate to the Overview section

   Win Themes are used to tailor the proposal to your business. Clearly explain why your company should be awarded this opportunity by providing key insights specific to this opportunity.

   Add your Win Themes in the Overview section before proceeding to proposal generation.

2. Select Your Documents

   Navigate to the Proposal tab within the opportunity. Before generating your outline, you’ll need to select which company profile documents the AI should use.

   

   Selecting Relevant Documents

   Choose from your company profile documents:

   Capabilities Statements

   Select the most relevant version for this opportunity

   Past Performances

   Uncheck any past performances that aren’t relevant to this contract

   Other Profile Documents

   Include only documents that strengthen your bid

   Only checked documents will be used by the AI to generate your proposal. This ensures your proposal is tailored and relevant to the specific opportunity.

   Once you’ve selected your documents, click Generate Outline.

3. Review Insights & Compliance

   When you generate the outline, two additional tabs are automatically created to help you strategize and ensure compliance.

   Insights Tab

   The Insights tab provides strategic intelligence about the opportunity:

   Bid Recommendation

   Bid

   Strong opportunity aligned with your capabilities

   Bid with Caution

   Opportunity has challenges but may be worth pursuing

   Don't Bid

   Significant misalignment with your capabilities or competitive position

   Win Probability Assessment

   Low/Medium/High: Your estimated chances of winning based on requirements, competition, and past performance

   Detailed Analysis

   The AI provides a comprehensive breakdown explaining:

   • Why it reached this recommendation
   • Your competitive position
   • Alignment with your capabilities
   • Risk factors to consider

   Strategic Tabs:

   • Win Themes: Key messages that differentiate you
   • Key Differentiators: What makes you stand out from competitors
   • Strategic Mitigation: How to address weaknesses or gaps

   Read the detailed analysis carefully before proceeding. This intelligence can help you make informed bid/no-bid decisions and shape your proposal strategy.

4. Customize Your Outline

   After reviewing Insights and Compliance, return to the Outline tab to customize your proposal structure.

   

   The outline is generated using all contract information and attachments. It appears as a table with the following columns:

   Section Title	# of Pages	Writing Plan	Compliance	Actions
   Executive Summary	2	Overview of approach and key differentiators
   Technical Approach	5	Detailed methodology and deliverables
   Past Performance	3	Relevant project examples

   Compliance Tags

   The Compliance column shows requirement tags for sections that address specific solicitation requirements. Click on any compliance tag to jump directly to that requirement in the Compliance Matrix.

   Available Actions

   • Add Section: Insert a new section below this one
   • Edit Section: Modify title, page count, or writing plan
   • Delete Section: Remove this section from the outline

   Customize each section to fit the specific needs of your proposal before generating the final draft. Ensure your outline aligns with the solicitation structure and requirements.

   Once your outline is finalized, click Generate Proposal.

5. Proposal Generation

   After clicking Generate Proposal, the AI will create your first draft by semantically combining:

   • Contract information and requirements
   • Your selected company profile documents
   • Win themes and strategic insights
   • Compliance requirements

   Proposal generation may take several minutes depending on the complexity and length. You will receive an email notification once your proposal is ready for review.

6. Review Human Tasks

   

   When your proposal is generated, you’ll see a person icon with a number badge at the top of the editor. This badge shows how many human tasks require your attention.

   Click the icon to view all tasks labeled and color-coded by priority:

   • 🔴 High Priority: Critical information needed
   • 🟡 Medium Priority: Important but not blocking
   • 🟢 Low Priority: Nice to have

   Common Task Types:

   • Insert pricing information
   • Review and confirm technical data
   • Add company-specific details
   • Verify accuracy of generated content
   • Upload supporting documents

   When you click on a task, you’ll be taken directly to the relevant section in the proposal where action is needed.

   Complete all human tasks before submitting your proposal. These require information only you can provide and are critical for proposal completeness.

7. Edit Your Proposal with Sammy

   

   Your proposal can be edited using Sammy , our AI editing agent. Sammy helps you refine content, adjust tone, expand sections, and ensure compliance.

   Learn more about editing with Sammy →

   Adding Custom Content

   Type / anywhere in the editor to access formatting and content options:

   • Headings: Structure your content
   • Tables: Organize data and information
   • Images: Upload your company logo or custom images
   • Lists: Create bulleted or numbered lists
   • And more: Additional formatting tools

   Use the / command to upload your company logo at the beginning of your proposal for a professional, branded appearance.

8. Download Your Proposal

   Once all edits are complete and human tasks are addressed, download your proposal.

   Click the download icon at the top of the editor and select your preferred format:

   • Word Document (.docx): For further editing in Microsoft Word
   • PDF: For final submission or review

   Proposal Drafts

   All proposal drafts are automatically saved in the Proposal Drafts tab. You can access previous versions, continue editing, or create new versions as needed.

   Your proposal is auto-saved as you work. You can safely close the editor and return to your draft at any time.

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Best Practices

Before Generating

• Complete your company profile with up-to-date information
• Set clear, compelling Win Themes
• Select only relevant documents from your profile
• Review the Insights tab to understand your competitive position

During Generation

• Review the Compliance Matrix thoroughly
• Address non-compliant items before finalizing the outline
• Create tasks for gaps that need attention
• Customize the outline to match the solicitation structure

After Generation

• Complete all human tasks immediately
• Use Sammy to refine and polish content
• Have team members review technical sections
• Verify all pricing and company-specific information
• Download in your required format before the deadline

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Frequently Asked Questions

Can I generate multiple proposals for the same opportunity?

Yes, you can create multiple versions. Each will be saved in your Proposal Drafts tab.

What if I disagree with the compliance assessment?

Click on any requirement in the Compliance Matrix and manually adjust its status using the TBD button.

How long does proposal generation take?

Generation time varies based on proposal complexity, typically 5-15 minutes. You’ll receive an email when it’s ready.

Can I edit the proposal after downloading?

Yes, Word documents can be edited further. Return to the editor anytime to make changes and re-download.

What happens if I don't complete human tasks?

Your proposal will have placeholder text or missing information in those sections, which could impact your submission quality.

⚠️ Always review your final proposal carefully before submission. While AI generates comprehensive drafts, human review ensures accuracy, compliance, and strategic alignment with your bid strategy.