> ## Documentation Index > Fetch the complete documentation index at: https://docs.govpro.ai/llms.txt > Use this file to discover all available pages before exploring further. # Drafting a Proposal > 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. Unanet ProposalAI ## 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. ### Navigate to the "Projects" tab This is where the data that powers Champ and Proposal Generation will live, Screenshot2025 10 10at10 40 49AM Pn Unanet ProposalAI ### Click on 'Add Project' Click on the button in the top right of your screen: **Add Project**. Screenshot2025 10 10at10 42 49AM Pn Unanet ProposalAI ### Creating a project You have two options when creating a project: **Uploading Documents** or **filling in manually** **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. Screenshot2025 10 10at10 43 39AM Pn Unanet ProposalAI ### Uploading documents If you choose **"upload documents",** each document will be created as a separate project. If you’d prefer all uploaded documents to be part of a single project, you can merge the projects after uploading by clicking on the three dots on the right side of the document file. Screenshot2025 10 10at11 03 42AM Pn If you choose to **create a project**, you can upload multiple documents directly to it by clicking **Upload Documents**, without needing to merge them afterward. Screenshot2025 10 10at11 05 14AM Pn Unanet ProposalAI ### Wait for upload and parsing You should now see your file in your list of documents. Please **wait for the document to upload and parse**. (You can see the status on the document on the right side) Screenshot2025 10 10at11 08 34AM Pn Unanet ProposalAI ### Projects Page The Projects page automatically generates a description based on the documents you’ve uploaded. It also identifies key details such as content type, data category, work classification, location, and project information. Screenshot2025 10 10at11 08 15AM Pn ## Drafting a proposal You are now ready to start drafting a proposal using Unanet ProposalAI. ### Navigate to the "Write" tab This is where you upload solicitations and write your responses. Screenshot2025 10 10at10 32 42AM Pn Unanet ProposalAI ### Click on 'Add Solicitation' Click on the button in the top right of your screen: **Add Solicitation**. Screenshot2025 10 10at10 33 49AM Pn Unanet ProposalAI ### 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. Unanet ProposalAI Screenshot2025 10 10at10 34 47AM Pn ### 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) Screenshot2025 10 10at10 36 10AM Pn The status of the solicitation should become **Step 1: Tag**. This means you can click on it and start drafting the proposal. Screenshot2025 10 10at11 17 59AM Pn Unanet ProposalAI ## Step 1 - Tagging ### 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. Unanet ProposalAI Unanet ProposalAI ### 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. ### Different ways to view the document You are able to toggle between the parsed view, the original view and a text only view Screenshot2025 10 10at11 26 17AM Pn Unanet ProposalAI ### Searching the solicitation for key information You can ask questions or search within the document using the bar next to the magnifying glass. Answers are generated in natural language and include relevant links. Screenshot2025 10 10at11 29 33AM Pn ### Moving to Solutioning Click Solutioning to move to the next step. Screenshot2025 10 10at11 32 52AM Pn Unanet ProposalAI ## Step 2 - Solutioning Adding questions provides extra context and information that may not be included in the solicitation, but would help the solution develop a more compelling proposal.  Unanet ProposalAI ### Adding questions Adding questions provides extra context and information that may not be including in the soliciation, but would help the solution develop a more compelling proposal. ### 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. Screenshot2025 10 10at11 42 00AM Pn ### Moving to the Outlining Step Once completed, you can move on to the outlining step. Screenshot2025 10 10at11 32 22AM Pn ## 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. Screenshot2025 10 10at11 45 51AM Pn ### 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. Screenshot2025 10 10at11 46 31AM Pn ### 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. To **move up and down**, click the arrows and drag. **To adjust** (tell the system to re-generate), double-click on the outline section. Screenshot2025 10 10at11 51 51AM Pn ### 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. Screenshot2025 10 10at11 55 27AM Pn 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. To **re-reference,** click on the pencil on the individual reference lines Screenshot2025 10 10at11 47 54AM Pn Type the name of the file or a keyword from its contents, and a list of references will appear. The system will then evaluate each reference based on how well it meets the specific obligations outlined in the Outline section. Screenshot2025 10 10at11 48 17AM Pn ### Export as a CSV At anytime, you are able to export the outline to a CSV to review with your team. Screenshot2025 10 10at11 43 56AM Pn ### 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. ### Move to Compliance Once you are done drafting the content, you can click "Check for compliance" and move to the compliance step. Screenshot2025 10 10at11 56 29AM Pn ## 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. Screenshot2025 10 10at12 00 07PM Pn ### Understanding Each Compliance Area The platform reviews for 4 key areas: Mandatory requirements; Qualifications; Knowledge; and Experience. Screenshot2025 10 10at12 00 56PM Pn **The compliance Item** is a key obligation that must be met. Screenshot2025 10 10at12 01 03PM Pn **Referenced in** is where in the solicitation the compliance item was stated Screenshot2025 10 10at12 01 10PM Pn **Addressed in** is where you have addressed it in your proposal draft. ### Missing Content When you have a missing compliance item, the section will be highlighted in red Screenshot2025 10 10at12 05 58PM Pn ### 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. ### Export as a CSV At anytime, you are able to export the compliance area into CSV. ### Generate Draft Once you are done reviewing compliance, click "Generate Draft". Screenshot2025 10 10at12 06 47PM Pn ## Step 5 - Generate This hwwere you are able to see your generated content before exporting the document. Screenshot2025 10 10at12 07 23PM Pn ### Review and Edit Review your content, and edit as you would in Word with in-line text editing and a tools bar. Screenshot2025 10 10at12 08 20PM Pn ### Reminder You can restart the proposal workflow at any point Browse common issues and solutions Learn tips and tricks for Unanet ProposalAI