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Uploading your past performance

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.

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Navigate to the “Library” tab

This is the home of your past proposals, this library becomes a valuable resource for future proposals.

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Click on ‘Add Reference’

Click on the button in the top right of your screen: Add Reference.

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Click on ‘Upload Files’

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.

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Click on ‘Add Reference’

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.

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Wait for upload and parsing

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)

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Drafting a proposal

You are now ready to start drafting a proposal using Unanet ProposalAI.

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Navigate to the “Write” tab

This is where you upload solicitations and write your responses.

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Click on ‘Add Opportunity’

Click on the button in the top right of your screen: Add Opportunity.

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Click on ‘Upload Files’

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.

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Click on ‘Add Solicitation’

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.

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Wait for upload and parsing

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.

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Step 1 - Tagging

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Adding attachments

You are able to add more attachments such as the Statement of Work (SOW) or Performance Work Statement (PWS) that are relevant to this solicitation.

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Solicitation Parsing

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.

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Different ways to view the document

You are able to toggle between the parsed view, the original view and a text only view

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Searching the solicitation for key information

You are able to search any part of the documents you have uploaded on this screen

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Moving to Solutioning

Click Solutioning to move to the next step.

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Step 2 - Solutioning

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.

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Editing the answers to the core 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.

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Moving to the Outlining Step

Once completed, you can move on to the outlining step.

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Step 3 - Outlining

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.

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Review the structure and requirements

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.

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Revising the outline

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.

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Export as a CSV

At anytime, you are able to export the outline to a CSV to review with your team.

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Obligations and References

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.

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Content Generation

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.

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Move to Compliance

Once you are done drafting the content, you can click “Check for compliance” and move to the compliance step.

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Step 4 - Compliance

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.

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Understanding Each Compliance Area

The platform reviews for 4 key areas: Mandatory requirements; Qualifications; Knowledge; and Experience.

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ReDrafting Content

There may be areas that you want to adjust in your content. Move back a step and update the content to meet the compliance areas.

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Export as a CSV

At anytime, you are able to export the compliance area into CSV.

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Generate Draft

Once you are done reviewing compliance, click “Generate Draft”.

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Step 5 - Generate

This hwwere you are able to see your generated content before exporting the document.

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Review

Review your content and download the draft at any time.

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Reminder

You can restart the proposal workflow at any point