Private evidence library
PDF, DOCX and TXT uploads; source quotations and originals; text and AI search; saved answers, revision approvals, team roles and audit activity.
Start with your evidencePRODUCT WALKTHROUGH
Find the evidence.
Review the requirements.
Build your response.
Keep company knowledge in a private organization library, inspect cited RFP requirements, and move from reviewed requirements to a team-approved proposal package.
The walkthrough below uses fictional Harbor Borough and Cedar Support. It illustrates review decisions; it is not a customer case study or a promise of compliance or contract awards.
Walk through a fictional IT support response
Open each step to see the evidence, decision, and next action. This walkthrough makes no AI requests and submits no proposal.
1. Create your private organization library
Sign in with a verified account, create an organization, and upload company documents you are authorized to process. Owners can invite editors, reviewers, or viewers using a link bound to the invited verified email.
In this example, Cedar Support adds its operating note. Uploading and indexing requires consent to send extracted source excerpts to the embedding provider.
Understand the Knowledge Base data flow2. Find a quotation you can verify
Search filenames, source text, draft or approved answers, and permitted activity. Choose AI search for meaning-based retrieval, or use text search without an embedding request for that query.
Example source quotation · operating note §AThe service desk acknowledges priority-one incidents within 30 minutes.
Open the original source, check the context, and select the quotation as a citation. A matching sentence supports a review; it does not independently prove delivery capability.
3. Save a cited answer and approve its revision
A person writes the answer using the selected quotation: “Cedar Support's operating note states a 30-minute acknowledgement target for priority-one incidents.” An owner or reviewer can approve the exact saved revision. An edit clears that approval.
All active organization members can read sources and draft answers. Reviewer approval is a human decision, not an external certification.
4. Review the RFP matrix and its evidence gaps
The compliance workspace extracts RFP text for review before AI analysis. Inspect each requirement and its source, then supply company evidence and a reference. Its response-owner field is a label; it does not grant team access.
| Requirement | Evidence | Review decision |
|---|---|---|
| Acknowledge priority-one incidents within 30 minutes. | Operating note §A | Needs human review |
| Hold a current ISO 27001 certificate. | No certificate supplied | Evidence missing |
In a project, match current approved organization answers to each requirement. Inspect exact excerpts, source revisions and available page/section references. Accept, reject or replace evidence with a recorded rationale, then make the separate human compliance decision. Missing evidence remains visible. The existing standalone matrix still supports CSV and XLSX exports.
Open the compliance workspace5. Assess whether to pursue the opportunity
Review mandatory eligibility separately from weighted fit factors: experience, certifications, capacity, timeline and strategy. Unknown inputs contribute zero and remain visible. A hard disqualifier is prominent even when weighted fit is high. Record a human decision and override rationale; the score is not a probability of winning. In Bid Intelligence, inspect the evidence-backed capabilities, risks, missing qualifications, evaluation-criteria strategy and prioritized actions, then download the saved strategy report. Unknown information stays visible.
Fictional example: Cedar Support lacks a current certificate. That gap must be resolved or explicitly reviewed before pursuing; a good service match does not remove it.
6. Build, edit and review the response together
A project links the RFP, requirements, evidence, bid assessment and section editor. Generate one section from accepted approved answers, inspect the preview and explicitly accept it. Missing facts are marked for input. Autosave checks revisions; conflicting edits need reconciliation rather than silently overwriting a teammate.
Assign authors and reviewers, set due dates, add internal comments, request changes and approve saved revisions. Viewers cannot edit. Changed text or relevant evidence requires renewed review. Preview a whole proposal assembled from accepted evidence in its saved RFP structure. Optional AI controls can regenerate, clarify, shorten or expand a selected section after explicit processing consent; preview and accept changes before replacing saved text. Review the AI writing data flow. Notifications are currently in-app. Workspace email reminders are not enabled; the existing emailed-draft service is separate.
7. Check the package and export the saved revision
Review mandatory items, attachments, extraction limitations and outstanding approvals. Render a draft to measure PDF pages where an explicit whole-proposal page limit applies. Run the final proposal audit to inspect requirement coverage, evidence gaps, literal conflicting passages and outstanding approvals. The quality score is an internal readiness measure; the audit is not exhaustive semantic verification or a compliance certificate. Reviewers can record scoped resolutions, which expire when inputs change. An authorized reviewer signs off before a final package can be marked ready.
Download editable DOCX, PDF, compliance XLSX/CSV, authorized supporting attachments and a manifest from the same saved proposal revision. Internal comments stay in the audit record. DOCX pagination is not measured; ambiguous or section-specific page limits require manual clarification.
Open the integrated proposal workspaceWhat you can use today
Source-backed compliance review
Review extracted RFP text, analyze requirements, record evidence and review notes, and export the matrix as CSV or XLSX.
Review an RFPProposal workspace and exports
Edit section drafts, assess bid fit, collaborate on saved revisions and export a reviewed submission package. Existing email-based proposal delivery remains available.
Compare plans and allowancesCited guidance for response structure
In a saved project, open Reference guidance to find optional structure suggestions for a linked proposal section. The initial US federal IT collection covers user research, iterative delivery, measurement, technical approach and role/capacity presentation, with links to government guidance and historical prototype documentation.
These references do not establish your company's qualifications or add obligations to the current RFP. This is a small curated collection, not a verified full winning-proposal library or a trained winning-bid model. An unmatched market returns no suggestion. No additional AI call is made, and drafts, evidence, compliance decisions and approvals remain unchanged.
Open your proposal workspaceSee the output and judge the evidence
Download the fictional RFP, company note, review matrix, and prepared proposal example. The sample includes an unresolved certification gap so you can see what still requires a reviewer.
The integrated workflow supports evidence-backed assembly, editable sections, project review and saved-revision exports. Human reviewers still verify source accuracy, eligibility, procurement instructions and final submission. It does not submit to the buyer or guarantee compliance or a contract award.