# Features
Source: https://docs.govpro.ai/chat/Features
Champ includes a set of core features that make it flexible, transparent, and easy to use. Each feature is designed to help you work faster while staying in control of your data.
# Feature list
### Chain of Thought
See how answers are generated with a clear explanation of the reasoning steps behind each response.
### **Attach a Document**
Upload PDFs directly into a chat. Champ will read them, extract context, and generate outputs tailored to your content—no formatting required.
### **Model delegation**
Champ dynamically selects the best-performing AI model for each task in commercial environments, removing the need to switch between LLMs depending on task or desired outcome
In FedRAMP environments (coming in 2026), it operates on Amazon Bedrock
### **Chat History**
Pick up where you left off with saved conversations. Each chat keeps its context and past responses so you don’t have to start over.
To jump back into a recent conversation, use the sidebar. To go back to a previous conversation, use the chat history
### **Web Search - available in commercial environments**
Expand answers with information from the internet. Results are combined with your data to give a complete, reference-backed response.
# Use Cases
Source: https://docs.govpro.ai/chat/Possibilities
Champ brings together the best large language models (LLMs) with your own data, giving you a powerful way to generate content and insights. By combining secure access to advanced AI with the ability to use your internal documents and the web, Champ helps you get more from the information you already have
## Chat and Response
Use Champ as your personal SME—ask questions about your organization or search for information across the internet.
### **RFI Fit Analysis**
Quickly assess whether an opportunity is a good fit by having Champ analyze requirements against your company’s information.
### **RFI Response Generation**
Generate draft responses to RFI requirements automatically, saving time in early-stage proposal development.
### **Opportunity & Win-Loss Analysis**
Analyze past records to see what’s working and where improvements are needed in your pursuit strategy.
### **Web Search & Recommendation (available in commercial environments)**
Combine your internal data with external research. Ask Champ what’s new, what’s trending, or how your company compares, and get reference-backed answers.
### **Personnel & Workforce Guidance**
Instantly surface information about your team—skills, roles, and availability—to align people with projects and opportunities.
## *Want to see some other use cases, or found something cool you can do? Let us know!*
***
# Introduction
Source: https://docs.govpro.ai/chat/introduction
Champ is an AI-powered intelligence engine that connects your data with leading large language models. More than just a chatbot, it helps you turn raw information into clear, useful outputs for everyday work.
## Introduction
Champ provides secure access to advanced AI models in a private environment. It acts as your always-available subject matter expert—drawing from your documents and trusted sources to deliver accurate, context-aware responses
Champ is currently undergoing preparation for FedRAMP certification, with completion expected in 2026.
## How to use
Using Champ is simple:
1. **Start a Chat**
Type a question or prompt, just like you would in any chat tool.
2. **Add Context**
Upload documents (currently only supports PDF attachments) or point Champ to data sources to give it the right background.
3. **Get Tailored Outputs**
Champ processes your inputs and generates responses—whether that’s text, summaries, or draft content.
4. **Stay in Control**
* Champ uses data from your enablement tab, data you attach, and, when toggled, information from the web.
* Your information is not shared or used to train external AI models.
* All interactions remain secure and private
## No black box AI, Champ keeps you in the know
Champ is designed to be transparent. Every answer it generates includes two key elements—**Chain of Thought** and **References**—so you can see how responses were built and verify the sources behind them.
**Chain of Thought (How Champ Thinks)**
* **Explanation:** Champ shows the chain of thought (COT) reasoning process behind its answers in a format anyone can follow.
* **Visibility:** You’ll see the key steps (knowledge search, delegate, search references, web search), decisions, and logic that shaped the output, not just the final text.
* **Purpose:** This helps you understand *why* an answer looks the way it does and builds confidence in the results
## **References (Where the Answer Came From)**
* **Reference Data:** References may come from your uploaded files or content in the **enablement** **tabs** - projects and people
* **File upload:** You can also reference data outside of the system, by uploading PDF documents.
* **Web search (only available in commercial environments):** When web search is enabled, Champ provides source URLs along with a brief explanation of the information gathered from each webpage.
* **Transparency:** References are clickable so you can review the original source material yourself.
# Drafting a Proposal
Source: https://docs.govpro.ai/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.
## 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,
### Click on 'Add Project'
Click on the button in the top right of your screen: **Add Project**.
### 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.
### 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.
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.
### 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)
### 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.
## 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.
### Click on 'Add Solicitation'
Click on the button in the top right of your screen: **Add Solicitation**.
### 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.
### 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.
## 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.
### 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
### 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.
### Moving to Solutioning
Click Solutioning to move to the next step.
## 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.
### 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.
### Moving to the Outlining Step
Once completed, you can move on to the outlining step.
## 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.
### 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.
### 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.
### 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.
To **re-reference,** click on the pencil on the individual reference lines
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.
### Export as a CSV
At anytime, you are able to export the outline to a CSV to review with your team.
### 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.
## 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.
### Understanding Each Compliance Area
The platform reviews for 4 key areas: Mandatory requirements; Qualifications; Knowledge; and Experience.
**The compliance Item** is a key obligation that must be met.
**Referenced in** is where in the solicitation the compliance item was stated
**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
### 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".
## Step 5 - Generate
This hwwere you are able to see your generated content before exporting the document.
### Review and Edit
Review your content, and edit as you would in Word with in-line text editing and a tools bar.
### Reminder
You can restart the proposal workflow at any point
Browse common issues and solutions
Learn tips and tricks for Unanet ProposalAI
# Getting Started
Source: https://docs.govpro.ai/getting-started
This guide will walk you through what you need to get started and how to log in.
## What You Need Before You Start
Before you begin using Unanet ProposalAI, make sure you have the following:
* **A Compatible Web Browser**: We recommend using the latest versions of Google Chrome or Microsoft Edge for the best experience.
* **A Google or Microsoft Account**: Unanet ProposalAI uses Single Sign-On (SSO) for secure access. You'll need either a Google (Gmail) account or a Microsoft account to log in.
* **Authorization from Your Organization**: Ensure that your organization has subscribed to Unanet ProposalAI and that you've been granted access. Your organization's Unanet ProposalAI administrator should provide you with the specific URL for your company's Unanet ProposalAI instance.
* **Relevant Documents (optional, but recommended)**: While not required to start, having your past performance documents and any current solicitations you're working on will help you get the most out of Unanet ProposalAI right away.
## Logging In to Unanet ProposalAI
Once you have the necessary prerequisites, follow these steps to log in:
### Go to your organization's URL
Open your web browser and **navigate to your organization's Unanet ProposalAI URL**. We recommend to **bookmark this URL** for easy access.
### Select your login method
On the login page, you'll see options to **sign in with Google or Microsoft**. Click on the appropriate button for your account type.
### Enter your email and password
**You'll be redirected to the respective sign-in page**. Enter your email address and password when prompted.
If it's your first time logging in, **you may be asked to grant permission for Unanet ProposalAI to access basic profile information**. This is necessary for the SSO process.
### You're good to go!
Once authenticated, you'll be automatically redirected back to Unanet ProposalAI and logged into your account.
**You're now ready to start using Unanet ProposalAI!**
Refer to our guides to help you navigate your dashboard:
Build a strong reference library
Crafting compelling bids step-by-step
## Troubleshooting
If you're having trouble logging in, ensure you're **using the correct Google or Microsoft account** associated with your Unanet ProposalAI access.
Double-check that you're **using the correct URL** provided by your organization.
If problems persist, contact your organization's Unanet ProposalAI administrator or our support team for assistance.
# Introduction
Source: https://docs.govpro.ai/introduction
Experience the future of proposal writing with Unanet ProposalAI
Unanet ProposalAI is a cutting-edge software platform designed specifically to help government contractors **create winning proposals**, **leverage past performance references**, and **expand their businesses**.
Quick setup guide for new users
Crafting compelling bids step-by-step
## How it works
### Past Performance Management
Easily upload, organize, and access your company's past performance references. This library becomes a valuable resource for future proposals. [Learn more about the past performance Library.](/library/introduction)
### Intelligent Document Chat
Interact with your entire document library using AI. This feature allows you to quickly find relevant information from your past performances and other documents. [Learn more about the intelligent Chat.](/chat/introduction)
### Proposal Writing
Our advanced AI-powered process leverages your past proposals to rapidly create compelling new bids in your organization's unique style. [Learn more about the proposal writing tool.](/write/introduction)
## Key Benefits
* **Save time and resources in the proposal writing process**
* **Improve proposal quality and compliance**
* **Leverage past performances more effectively**
* **Stay organized with all your documents in one secure platform**
Build a strong reference library
Crafting compelling bids step-by-step
# Adding Past Performance
Source: https://docs.govpro.ai/library/adding-past-performance
Uploading your past performance will allow Unanet ProposalAI to leverage your previous work for more effective proposal generation.
### Navigate to the "Enablement" tabs
This is where your business data will live. The projects tab is for any information that showcases your business's experience.
* **Projects tab**: Showcases your business experience, including past proposals, technical interviews, and SME insights.
* **People tab**: Stores personnel details such as resumes, work history, project experience, and certifications.
* **Images tab**: Houses project images, as well as marketing and branding assets.
### Click on 'Add Project'
Click on the button in the top right of your screen: **Add Project**.
### 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.
### Adding documents to an existing project
You can add documents to an existing project by opening the project and selecting **Upload Documents**.
To see which documents exist within a project, go to the project’s **Overview** section. The overview is AI-generated, based on an understanding of the documents uploaded to that project.
### 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 in the status column)
### Troubleshooting
If you upload a document to the wrong project, you can re-assign the document to a new project by clicking on the elipses
If you are having trouble uploading your files, please make sure they are in **a valid PDF format**, **under 200MB** and **not password-proteted**.
If problems persist, contact your organization’s Unanet ProposalAI administrator or our support team for assistance.
# Best Practices
Source: https://docs.govpro.ai/library/best-practices
Best Practices
## Best Practices
Documentation coming soon...
# Introduction
Source: https://docs.govpro.ai/library/introduction
The Library is your central hub for managing all your past performance documents, previous proposals, and other reference materials. It's designed to be a comprehensive knowledge repository that powers Unanet ProposalAI's AI-driven proposal writing process.
Refer to our guides to help you navigate your dashboard:
Build a strong reference library
Crafting compelling bids step-by-step
### Secure storage
* All documents are stored in a secure, encrypted environment.
* Access is restricted to authorized users within your organization.
Remember, a complete library is the foundation of effective proposal writing with Unanet ProposalAI. The more comprehensive and organized your library, the more powerful and accurate our AI-assisted writing tools become.
For any questions or issues related to your library, please don't hesitate to contact our support team through the "Get Support" section in your dashboard.
# Security
Source: https://docs.govpro.ai/library/security
Security
## Security
Documentation coming soon...
# Common Issues
Source: https://docs.govpro.ai/need-help/common-issues
Documentation coming soon
## Common Issues
# FAQs
Source: https://docs.govpro.ai/need-help/faqs
Your Guide to Common Questions and Quick Answers
## Authentication
### How do I create an account?
Make sure your company has signed up for Unanet ProposalAI subscription.
They will provide you with your specific company GovPro URL.
Unanet ProposalAI uses Single Sign-On (SSO) with **Google and Microsoft accounts**.
Simply use your existing Google or Microsoft work account to log in.
### Can I change the email address associated with my account?
Since we use SSO, **your email address is tied to your Google or Microsoft account**. To change it, you'll need to update your email with Google or Microsoft, or contact your organization's IT department.
### How do I delete my account?
To delete your account, please **contact your Unanet ProposalAI representative**. They can remove your access and ensure all your data is properly handled.
## Security and Privacy
### How does single sign-on (SSO) enhance security?
SSO allows us to leverage the robust security measures of major identity providers like Google and Microsoft. It reduces the risk of password-related vulnerabilities and enables centralized access control.
### What happens to my data if I decide to stop using Unanet ProposalAI?
If you choose to discontinue our service, we have protocols in place for secure data deletion. You can request complete removal of your data from our systems.
### Do we train AI models on customer data?
Our company uses third-party AI services through API integrations to enhance our platform while enforcing Zero Data Retention (ZDR) policies that require providers to immediately delete all transmitted data after processing each request. These arrangements explicitly prohibit AI providers from storing, retaining, or using any customer data for training, model improvement, or any secondary purposes beyond the immediate API response.
## Document Management
Documentation coming soon.
[Learn more about your past performance library](/library/introduction).
## Chat Functionality
Documentation coming soon.
[Learn more about the Chat tab](/chat/introduction).
## Proposal Writing
Documentation coming soon.
[Learn more about drafting a proposal using Unanet ProposalAI.](/drafting-a-proposal)
## Billing and Subscription
Documentation coming soon.
## Technical Support
Documentation coming soon.
## Credits
Built with Meta Llama.
Llama is licensed under the Llama Community License, Copyright © Meta Platforms, Inc. All Rights Reserved.
## Contact support
Can't find the answer you're looking for? **Our support team is always ready to help**. If your question isn't addressed in this FAQs, please contact our support team through the "Get Support" section in your dashboard. We're committed to ensuring you have the best experience with Unanet ProposalAI and will be happy to assist you with any queries or concerns you may have.
# Getting Support
Source: https://docs.govpro.ai/need-help/getting-support
Documentation coming soon
## Getting Support
# Tips and Tricks
Source: https://docs.govpro.ai/need-help/tips-and-tricks
Documentation coming soon
## Tips and Tricks
# Security Overview
Source: https://docs.govpro.ai/security
Take a dive into how we secure and process your data.
# Unanet ProposalAI Security Documentation
## Overview
Unanet ProposalAI represents a breakthrough in government contracting technology, offering a sophisticated web-based platform designed to streamline the proposal creation process. Our flagship product, Unanet ProposalAI, leverages artificial intelligence to transform how contractors respond to government solicitations including RFPs, RFQs, and RFIs.
The platform combines secure cloud infrastructure with state-of-the-art AI capabilities to dramatically reduce the time and effort required for bid creation while maintaining the highest standards of security and compliance. By analyzing historical performance data and applying advanced machine learning techniques, Unanet ProposalAI helps contractors create more competitive proposals while maintaining complete control over their sensitive information.
## System Architecture
### High-Level Overview
Unanet ProposalAI operates as a modern web application built on secure cloud infrastructure. The platform employs a sophisticated multi-tier architecture that separates concerns between presentation, processing, and data storage layers. This separation ensures both optimal performance and enhanced security, as each layer can be independently secured and scaled.
When you begin working with Unanet ProposalAI, the process typically follows these stages:
1. Upload your past performance documentation through our secure channels
2. AI models analyze and learn from your historical data
3. Process new solicitations through our intelligent system
4. Automatically generate draft responses while maintaining full control
\[Please speak to your representative for a walk through our architecture diagram.]
### Cloud Infrastructure
Our platform operates on enterprise-grade cloud infrastructure, implementing industry best practices for security and reliability. We maintain multiple environments to support different security requirements, each operating in isolation to ensure data separation and compliance with various security standards.
Key infrastructure features include:
* Geographic distribution for optimal performance
* Built-in redundancy and failover capabilities
* Dedicated virtual networks for security isolation
* Continuous security monitoring and threat detection
## Data Management
### Data Ingestion
The security of your data begins at the point of ingestion. We've developed multiple secure pathways for data upload that cater to different security requirements and operational preferences.
#### Direct Upload via Frontend
Our primary upload system implements a secure client-side approach that prioritizes both security and user experience. When you upload files through our web interface, we employ multiple security measures:
* Direct-to-storage transmission using encrypted channels
* Immediate encryption of all data in transit
* Comprehensive file validation and scanning
* Automated malware detection
* Support for large file transfers with integrity checking
The system is designed to handle interruptions gracefully while maintaining security throughout the process. All uploads are monitored and logged for security purposes, with detailed audit trails available for compliance requirements.
#### Full-Service Upload via Box IL4
For organizations requiring additional security measures, we offer integration with Box Impact Level 4. This enterprise-grade solution provides enhanced security features particularly suited for government contractors handling sensitive information.
The Box IL4 integration provides:
* Seamless integration with existing Box workflows
* Comprehensive audit logging
* Automated synchronization
* Preservation of existing security controls
### Data Storage
Our data storage architecture implements multiple layers of security controls to protect information throughout its lifecycle. All data, whether at rest or in transit, is protected by industry-standard encryption protocols.
#### Database Security
All structured data is protected by comprehensive security measures:
* Enterprise-grade encryption at rest
* Secure key management
* Regular security audits
* Automated backup systems with encryption
* Granular access controls
Regular backup testing ensures data can be recovered if needed, while strict access controls and monitoring prevent unauthorized access attempts.
#### Document Storage
Documents and unstructured data are stored in secure cloud storage with:
* Server-side encryption
* Version control capabilities
* Automated lifecycle management
* Comprehensive access logging
* Regular security assessments
#### Offline Capabilities
Our offline architecture balances security with functionality:
* No persistent local storage
* Secure memory management
* Automated session cleanup
* Regular security validation
## Security Controls
### Authentication
We support multiple authentication methods to meet various security requirements while maintaining ease of use.
#### Single Sign-On (SSO)
Our primary authentication method utilizes modern security standards:
* Integration with major identity providers
* Secure token management
* Comprehensive audit logging
* Regular security assessments
#### Enterprise Authentication Options
For enterprise customers, we offer additional authentication methods:
* OpenID Connect (OIDC) support
* SAML 2.0 integration where required
* Custom authentication solutions
* Enhanced security monitoring
### Security Architecture
Our security architecture implements defense-in-depth principles:
* Enterprise-grade firewalls
* Advanced threat detection
* Continuous security monitoring
* Regular penetration testing
### Deployment Options
We offer flexible deployment options to meet various security requirements:
#### Commercial Cloud
Our standard deployment provides:
* Optimal performance and security
* Regular updates and monitoring
* Geographic distribution
* Comprehensive security controls
#### Enhanced Security Deployments
For customers with additional security requirements:
* Support for CUI data handling
* ITAR compliance capabilities
* Custom security configurations
* Enhanced monitoring and auditing
## Compliance and Certification
### Security Assessment
We maintain comprehensive security programs and welcome customer assessments:
* Support for vendor risk management processes
* Detailed security questionnaire responses
* Regular third-party assessments
* Continuous compliance monitoring
### Available Certifications
We maintain various certifications depending on deployment type (commercial, GovCloud, self-hosted). At a general level we are CMMC L1 and ITAR compliant. Please [contact sales](mailto:sales@govpro.ai) for more information on certification options.
## Support and Contact
For detailed information about our security capabilities or to discuss specific requirements, please contact our Customer team:
[support@govpro.ai](mailto:support@govpro.ai)
# Welcome
Source: https://docs.govpro.ai/welcome
Welcome to Unanet ProposalAI. This is your central hub for managing all aspects of your proposal writing process. Let's take a tour of the main features available to you.
## Dashboard Overview
Your dashboard is designed to give you quick access to all the tools you need for successful proposal writing. Here's what each main section does.
### Write
This is your proposal command center to **write new proposals** and **continue working on existing ones**.
* **Access all your proposals-in-progress** and manage them from start to finish.
* **Go through the entire writing process**: tagging, solutioning, generating content, ensuring compliance, and reviewing.
[Learn more about drafting a proposal using Unanet ProposalAI.](/drafting-a-proposal)
### Enablement Tabs
Your knowledge repository. This is where you store and manage all your business data
\*\*The Project Tab: \*\*Upload all business data the AI can use to generate valuable content and insights..
**The People Tab:** Where your personnel data lives—resumes, work history, project experience, and certifications.
**Images**: Upload marketing, branding, and project images for use in proposals.
[Learn more about your past performance library](/library/introduction).
### Chat - Unanet Champ
Unanet Champ is your AI-powered workstation
Unanet Champ is your AI-powered workstation—an always-on SME that answers questions about your projects, company, and people. Champ also generates content, analyzes documents, and provides recommendations.
[**Learn more about Unanet Champ**](https://docs.govpro.ai/chat/introduction)
**You're now ready to start using Unanet ProposalAI!**
Refer to our guides to help you navigate your dashboard:
Build a strong reference library
Crafting compelling bids step-by-step
# Adding Opportunities
Source: https://docs.govpro.ai/write/adding-opportunities
This guide will take you through the process of uploading new opportunities
### Navigate to the "Write" tab
This is where you upload solicitations and write your responses.
### Click on 'Add Solicitation'
Click on the button in the top right of your screen: **Add Solicitation**.
### Click on 'Upload Files'
Click on **Upload Files** and make sure to select **files under 200MB** from your device. Make sure PDFs are **not password-protected**. You can upload one or many solicitations at once.
The software does not support legacy Microsoft Office formats (.doc, .ppt, .xls) or any documents created with Microsoft Office versions prior to 2013.
### 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.
### 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.
# Step 4 - Compliance
Source: https://docs.govpro.ai/write/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.
### Understanding Each Compliance Area
The platform reviews for 4 key areas: Mandatory requirements; Qualifications; Knowledge; and Experience.
### 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".
# Step 5 - Generate
Source: https://docs.govpro.ai/write/generate
This is where you are able to see your generated content before exporting the document.
### Review
Review your content and download the draft at any time.
### Reminder
You can restart the proposal workflow at any point
# Introduction
Source: https://docs.govpro.ai/write/introduction
Start drafting winning proposals using Unanet ProposalAI.
Our advanced AI-powered process leverages your past proposals to rapidly create compelling new bids in your organization's unique style.
Once you have [uploaded past performance](/library/adding-past-performance), you are ready to start the writing process.
### Introduction
# Step 3 - Outlining
Source: https://docs.govpro.ai/write/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.
### 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.
### 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.
### Export as a CSV
At anytime, you are able to export the outline to a CSV to review with your team.
### 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.
### 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.
# Overview
Source: https://docs.govpro.ai/write/overview
As a user, you are now able to generate proposal responses to RFPs, RFQs, RFIs, and Sources Sought. Think of the platform as an engine, designed to get you end-to-end in developing the response
Start drafting a proposal
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# Proposal Obligations Library
## Basic Writing Obligations
* "Rewrite this paragraph to clearly address the customer's pain points and how our solution uniquely meets their needs."
* "Focus this content on the benefits the customer will experience rather than the features of the product."
* "Transform this section into an active voice, using strong verbs and clear, concise language."
* "Quantify any claims made in this text and ensure that technical terms are explained for a broad audience."
* "Draft theme statements that highlight the main strengths of our proposal, making them visually stand out."
* "Create a feature-benefit table from this content that clearly shows how each feature of our product benefits the customer."
* "Rewrite this content to remove any redundancies and make word choices simpler while maintaining a professional tone."
* "Edit this paragraph to replace complex phrases with plain, strong words that are easy to understand."
* "Transform this text from passive to active voice to enhance clarity and impact."
* "Revise these sentences to use active voice, ensuring that the subject is performing the action."
* "Condense this section by shortening sentences and focusing only on the most important details."
* "Rewrite this paragraph to be more concise, breaking long sentences into shorter, more digestible ones."
## Section Structure
* "Demonstrate understanding of the task to be performed"
* "Detail the approach to meet the task"
* "Detail why the approach with meet the obligation and deliver what the customer wants"
* "Detail where it's been done before that's been successful"
## Cover Letter
"Generate a formal introduction for a cover letter, including the company's name, address, and contact details. Address the letter to correct Points of Contact in the solicitation and include the RFP's full name and number."
"Write a statement expressing our intent to submit a proposal in response to the solicitation. Convey enthusiasm for the opportunity and briefly introduce our company's experience and alignment with the agency's mission."
"Create a concise summary that highlights our company's key qualifications, unique strengths, and value proposition for this opportunity. Mention our status as a with any set asides and relevant past performance or successes that show our ability to meet the agency's needs."
"Provide a high-level overview of our proposed solution or approach to meet the requirements of the SOW. Highlight how this approach aligns with the agency's objectives and addresses specific challenges, while staying brief and compelling."
"Craft a paragraph that demonstrates our understanding of agency's mission and goals. Show how our company's approach and experience align with these goals, and mention any relevant partnerships, past collaborations, or innovative approaches that support this alignment."
"Write a closing statement for the cover letter. Thank the agency for the opportunity, reiterate our commitment and excitement for the proposal, and provide contact details for follow-up questions or discussions."
## Executive Summary
* "Draft an introduction that quickly captures the reader's attention and outlines the purpose of our proposal in two sentences."
* "Create a strong opening that establishes the value and urgency of our solution."
* "Summarize the problem and clearly articulate our proposed solution in one concise paragraph."
* "Rewrite this section to highlight the customer's pain point and how our solution directly addresses it."
* "List the top three benefits of our solution and how they create measurable impact for the customer."
* "Frame the benefits of our proposal in terms of outcomes the customer will experience."
## Management Approach
* "Rewrite this section to directly address the customer's primary goals and how our management approach will support achieving them."
* "Outline how our project team's methods and structure align with the customer's specific requirements and objectives."
* "Detail the roles and responsibilities of our project team members, emphasizing how each role supports project success."
* "Create an organizational chart or description that highlights the team structure, communication flow, and decision-making processes."
* "Draft a clear plan that outlines how our team will identify, assess, and mitigate potential project risks."
* "Outline our quality assurance processes, emphasizing how we will maintain high standards throughout project execution."
## Technical Approach
* "Outline a step-by-step methodology for executing the technical aspects of this project, ensuring each step is clear and logically sequenced."
* "Rewrite this section to explain our technical approach, focusing on how the methodology directly benefits the customer."
* "Summarize our team's technical skills and experience, emphasizing how they uniquely qualify us for the project."
* "Highlight the specific tools, technologies, and techniques our team will use to deliver the project successfully."
* "Draft a compliance section that demonstrates how our technical approach meets all customer requirements and standards."
* "Write a risk mitigation plan detailing potential technical challenges and how we will address them proactively."
## Staffing Plans
* "Create a staffing plan that matches personnel to the specific tasks and skills required for this project."
* "Outline how our team's skills align with the customer's needs and project requirements."
* "Summarize the qualifications, experience, and roles of key personnel."
* "Write concise descriptions of each team member's responsibilities and their relevant expertise."
* "Design a staffing approach that clearly outlines the team structure, including reporting lines."
* "Propose a staffing plan that accounts for scalability and adaptation to scope changes."
## Past Performance
* "Identify and summarize the most relevant past performance examples that align with current needs."
* "Choose examples of past work that best showcase our experience and project requirements."
* "Describe measurable impact and outcomes of our past performance."
* "Emphasize specific results achieved, using data and metrics to quantify success."
* "Organize past performance information in a clear and concise format for evaluators."
* "Create bullet points outlining main achievements and customer benefits."
# Step 2 - Solutioning
Source: https://docs.govpro.ai/write/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.
### 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.
### Moving to the Outlining Step
Once completed, you can move on to the outlining step.
# Step 1 - Tagging
Source: https://docs.govpro.ai/write/tagging
Step 1
### 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.
### 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
### Searching the solicitation for key information
You are able to search any part of the documents you have uploaded on this screen
### Moving to Solutioning
Click Solutioning to move to the next step.
