This guide will walk you through the entire process of drafting a winning proposal using Unanet ProposalAI, from uploading your past performance documents to finalizing your proposal.
Before you start drafting your proposal, it’s crucial to upload your past performance documents. This will allow Unanet ProposalAI to leverage your previous work for more effective proposal generation.
Click on Upload Files and make sure to select valid PDF files under 200MB from your device. Make sure your PDF is not password-protected. You can upload one or many references at once.
Next you will see information about the file you are trying to upload, if the file format is valid, you should see a new button: Add Reference. Click on it to confirm the upload.
You should now see your past reference in your library. Please wait for the document to upload and parse. (You can see the status on the document on the bottom left of its preview image)
Click on Upload Files and make sure to select valid PDF files under 200MB from your device. Make sure your PDF is not password-protected. You can upload one or many solicitations at once.
Next you will see information about the file you are uploading, if the file format is valid, you should see a new button: Add Solicitation. Click on that button to confirm the upload.
You should now see all of your uploaded solicitations. Please wait for the document to upload and parse. (You can see the status on the document on the bottom left of its preview image)The status of the solicitation should become Step 1: Tag. This means you can click on it and start drafting the proposal.
In this step, Unanet ProposalAI breaks down the solicitation into their C, L, & M categories or the Requirements, Submission Instructions, and Evaluation Criteria.Here you are able to review to ensure the accuracy and completeness of the parsing. This step is foundational in creating the proposal response.
The questions you see on the screen are the core components of the solicitation that need to be detailed in your response. This is a perfect time to involve a Subject Matter Expert (SME) to review and confirm the foundational answers to these questions.
The answers to these questions are foundational components of the content that will be generated. The platform pulls a foundational understanding of your approach. You may want to enhance this content. Simply click into the text and begin to edit as you see fit. You can also paste in content as well.
In this step, you will be able to create the structure of the proposal, add in necessary prompts to draft the content, and to generate the content all live on the screen.
The platform reviews the solicitation and creates an outline based on the requirements and the evaluation criteria. You can review these requirements by clicking on this button.
The entire outline is adjustable. You may want to lead with certain sections and prioritize other areas than the ones that are shown. You can edit the headers, add sections, and move the sections around as needed.
When you open up a section, you will see a standard list of obligations. These are pre-configured to help generate the content. You may want to edit these or add more, you are able to do so right in the screen.Additionally, you are able to see the reference the content is pulling from. You can click on any of them to see the baseline content.
Once you have your outline and obligations created, you click Write from the actions dropdown.This will draft your content. You can watch your content draft in real-time. You can also toggle back to the obligations and references to update the content.
In this step, the platform reviews the generated content and traces the information back to the requirement and informs that user if they have met the requirement or not. For the areas that are not met, that requirement is highlight in red. For the ones that are, you are able to see the traceability of the specific content in the draft.